Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
3.42%
6 Months
22.77%
2.89%
1 Year
24.21%
2.59%
3 Years
13.20%
10.39%
5 Years
12.56%
8.86%
Since Inception
18.69%
11.13%
Fund Age
7 yrs 4 mo
5 yrs 6 mo
AUM
₹114.64 Cr
₹63.54 Cr
Alpha – 1 Year
19.49%
−0.39%
Alpha – 3 Years
1.43%
−1.50%
Information Ratio – 3 Years
0.12
-0.34
Volatility – 1 Year
24.82%
16.68%
Volatility – 3 Years
21.64%
13.79%
Beta – 1 Year
1.34
0.95
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.78
-0.09
Sharpe Ratio – 3 Years
0.46
0.40
Worst Rolling Year
10.43%
6.98%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−24.42%
−15.31%
Recovery Period
92 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 69% · M 25% · S 5%
Number of Stocks
32
40
Portfolio P/E
37.13
30.67
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%