Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
7.88%
6 Months
7.97%
6.39%
1 Year
6.21%
0.37%
3 Years
12.78%
11.18%
5 Years
14.19%
—
Since Inception
16.41%
4.21%
Fund Age
7 yrs 3 mo
4 yrs 6 mo
AUM
₹115.97 Cr
₹59.82 Cr
Alpha – 1 Year
1.49%
−2.61%
Alpha – 3 Years
0.69%
−0.71%
Information Ratio – 3 Years
0.20
0.13
Volatility – 1 Year
15.75%
22.91%
Volatility – 3 Years
15.69%
17.96%
Beta – 1 Year
0.82
1.09
Beta – 3 Years
0.88
1.01
Sharpe Ratio – 1 Year
0.12
-0.11
Sharpe Ratio – 3 Years
0.51
0.38
Worst Rolling Year
11.84%
3.87%
Value at Worst Rolling Year
₹1.12 Cr
₹1.04 Cr
Deepest Drawdown
−23.37%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
35
35
Portfolio P/E
—
45.30
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%