Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
7.88%
6 Months
19.69%
6.39%
1 Year
25.97%
0.37%
3 Years
17.02%
11.18%
5 Years
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—
Since Inception
24.02%
4.21%
Fund Age
4 yrs 2 mo
4 yrs 6 mo
AUM
₹101.01 Cr
₹59.82 Cr
Alpha – 1 Year
21.25%
−2.61%
Alpha – 3 Years
4.93%
−0.71%
Information Ratio – 3 Years
0.46
0.13
Volatility – 1 Year
21.63%
22.91%
Volatility – 3 Years
19.42%
17.96%
Beta – 1 Year
1.10
1.09
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
0.93
-0.11
Sharpe Ratio – 3 Years
0.65
0.38
Worst Rolling Year
16.82%
3.87%
Value at Worst Rolling Year
₹1.17 Cr
₹1.04 Cr
Deepest Drawdown
−20.44%
−25.26%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
12.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 14% · S 51%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%