Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.09%
2.78%
6 Months
12.77%
1.92%
1 Year
18.71%
0.43%
3 Years
16.31%
—
5 Years
16.50%
—
Since Inception
12.31%
6.17%
Fund Age
20 yrs 2 mo
2 yrs 2 mo
AUM
₹81.03 Cr
₹22.98 Cr
Alpha – 1 Year
13.99%
−2.55%
Alpha – 3 Years
4.22%
—
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
18.60%
16.90%
Volatility – 3 Years
18.73%
—
Beta – 1 Year
0.98
0.96
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.73
-0.22
Sharpe Ratio – 3 Years
0.63
—
Worst Rolling Year
-17.65%
—
Value at Worst Rolling Year
₹0.82 Cr
—
Deepest Drawdown
−25.73%
−16.17%
Recovery Period
498 days
Not yet recovered
1-Year Rolling Windows Positive
76.16%
—
Median Rolling Year
14.50%
—
5-Year Rolling Windows Positive
86.34%
—
Market-Cap Mix
L 18% · M 28% · S 49%
L 61% · M 14% · S 21%
Number of Stocks
23
41
Portfolio P/E
43.00
31.26
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%