Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Prime vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Prime
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.82%
3.42%
6 Months
25.39%
2.89%
1 Year
17.69%
2.59%
3 Years
21.57%
10.39%
5 Years
14.87%
8.86%
Since Inception
17.17%
11.13%
Fund Age
6 yrs 10 mo
5 yrs 6 mo
AUM
₹119.43 Cr
₹63.54 Cr
Alpha – 1 Year
18.04%
−0.39%
Alpha – 3 Years
12.57%
−1.50%
Information Ratio – 3 Years
0.68
-0.34
Volatility – 1 Year
26.38%
16.68%
Volatility – 3 Years
21.61%
13.79%
Beta – 1 Year
0.88
0.95
Beta – 3 Years
0.85
0.88
Sharpe Ratio – 1 Year
0.54
-0.09
Sharpe Ratio – 3 Years
0.77
0.40
Worst Rolling Year
—
6.98%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−15.31%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%