Portfolio Management Services (PMS)Compare Schemes
Equirus Flexi Cap Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Equirus Flexi Cap Fund
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.91%
2.78%
6 Months
10.01%
1.92%
1 Year
—
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
14.65%
6.17%
Fund Age
9 mo
2 yrs 2 mo
AUM
₹122.25 Cr
₹22.98 Cr
Alpha – 1 Year
—
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.17%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 14% · S 55%
L 61% · M 14% · S 21%
Number of Stocks
33
41
Portfolio P/E
31.90
31.26
Top 5 Holdings
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
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 · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%