Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
2.78%
6 Months
22.77%
1.92%
1 Year
24.21%
0.43%
3 Years
13.20%
—
5 Years
12.56%
—
Since Inception
18.69%
6.17%
Fund Age
7 yrs 4 mo
2 yrs 2 mo
AUM
₹114.64 Cr
₹22.98 Cr
Alpha – 1 Year
19.49%
−2.55%
Alpha – 3 Years
1.43%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
24.82%
16.90%
Volatility – 3 Years
21.64%
—
Beta – 1 Year
1.34
0.96
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.78
-0.22
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
10.43%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−24.42%
−16.17%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.16%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
L 61% · M 14% · S 21%
Number of Stocks
32
41
Portfolio P/E
37.13
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%