Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
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
2.64%
7.88%
6 Months
5.29%
6.39%
1 Year
2.64%
0.37%
3 Years
8.64%
11.18%
5 Years
—
—
Since Inception
12.31%
4.21%
Fund Age
3 yrs 11 mo
4 yrs 6 mo
AUM
₹56.94 Cr
₹59.82 Cr
Alpha – 1 Year
−2.08%
−2.61%
Alpha – 3 Years
−3.45%
−0.71%
Information Ratio – 3 Years
-0.33
0.13
Volatility – 1 Year
19.56%
22.91%
Volatility – 3 Years
17.76%
17.96%
Beta – 1 Year
1.08
1.09
Beta – 3 Years
1.07
1.01
Sharpe Ratio – 1 Year
-0.05
-0.11
Sharpe Ratio – 3 Years
0.31
0.38
Worst Rolling Year
8.64%
3.87%
Value at Worst Rolling Year
₹1.09 Cr
₹1.04 Cr
Deepest Drawdown
−25.57%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.83%
12.37%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
Top 5 Holdings
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%