Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
3.42%
6 Months
15.19%
2.89%
1 Year
3.21%
2.59%
3 Years
19.65%
10.39%
5 Years
—
8.86%
Since Inception
25.09%
11.13%
Fund Age
3 yrs 5 mo
5 yrs 6 mo
AUM
₹4,148.34 Cr
₹63.54 Cr
Alpha – 1 Year
0.23%
−0.39%
Alpha – 3 Years
7.77%
−1.50%
Information Ratio – 3 Years
0.62
-0.34
Volatility – 1 Year
21.54%
16.68%
Volatility – 3 Years
22.15%
13.79%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
1.15
0.88
Sharpe Ratio – 1 Year
-0.01
-0.09
Sharpe Ratio – 3 Years
0.68
0.40
Worst Rolling Year
19.49%
6.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−27.91%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 69% · M 25% · S 5%
Number of Stocks
26
40
Portfolio P/E
55.82
30.67
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%