Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.42%
6 Months
32.15%
2.89%
1 Year
16.77%
2.59%
3 Years
19.00%
10.39%
5 Years
20.10%
8.86%
Since Inception
27.01%
11.13%
Fund Age
6 yrs 10 mo
5 yrs 6 mo
AUM
₹247.64 Cr
₹63.54 Cr
Alpha – 1 Year
13.79%
−0.39%
Alpha – 3 Years
7.10%
−1.50%
Information Ratio – 3 Years
0.30
-0.34
Volatility – 1 Year
39.13%
16.68%
Volatility – 3 Years
29.47%
13.79%
Beta – 1 Year
1.87
0.95
Beta – 3 Years
1.36
0.88
Sharpe Ratio – 1 Year
0.42
-0.09
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
15.03%
6.98%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−35.86%
−15.31%
Recovery Period
94 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 69% · M 25% · S 5%
Number of Stocks
42
40
Portfolio P/E
42.30
30.67
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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 · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%