Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
7.88%
6 Months
32.15%
6.39%
1 Year
16.77%
0.37%
3 Years
19.00%
11.18%
5 Years
20.10%
—
Since Inception
27.01%
4.21%
Fund Age
6 yrs 10 mo
4 yrs 6 mo
AUM
₹247.64 Cr
₹59.82 Cr
Alpha – 1 Year
13.79%
−2.61%
Alpha – 3 Years
7.10%
−0.71%
Information Ratio – 3 Years
0.30
0.13
Volatility – 1 Year
39.13%
22.91%
Volatility – 3 Years
29.47%
17.96%
Beta – 1 Year
1.87
1.09
Beta – 3 Years
1.36
1.01
Sharpe Ratio – 1 Year
0.42
-0.11
Sharpe Ratio – 3 Years
0.55
0.38
Worst Rolling Year
15.03%
3.87%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
−35.86%
−25.26%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 40% · M 26% · S 33%
Number of Stocks
42
35
Portfolio P/E
42.30
45.30
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 · 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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%