Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
7.88%
6 Months
20.43%
6.39%
1 Year
14.98%
0.37%
3 Years
—
11.18%
5 Years
—
—
Since Inception
20.69%
4.21%
Fund Age
2 yrs 8 mo
4 yrs 6 mo
AUM
₹320.35 Cr
₹59.82 Cr
Alpha – 1 Year
12.00%
−2.61%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
24.24%
22.91%
Volatility – 3 Years
—
17.96%
Beta – 1 Year
1.26
1.09
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.46
-0.11
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−12.04%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
L 40% · M 26% · S 33%
Number of Stocks
29
35
Portfolio P/E
40.22
45.30
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
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 · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%