Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
3.42%
6 Months
19.62%
2.89%
1 Year
12.19%
2.59%
3 Years
23.51%
10.39%
5 Years
13.96%
8.86%
Since Inception
23.13%
11.13%
Fund Age
6 yrs 7 mo
5 yrs 6 mo
AUM
₹2,332.81 Cr
₹63.54 Cr
Alpha – 1 Year
9.21%
−0.39%
Alpha – 3 Years
11.63%
−1.50%
Information Ratio – 3 Years
0.83
-0.34
Volatility – 1 Year
26.11%
16.68%
Volatility – 3 Years
21.82%
13.79%
Beta – 1 Year
1.32
0.95
Beta – 3 Years
1.14
0.88
Sharpe Ratio – 1 Year
0.33
-0.09
Sharpe Ratio – 3 Years
0.83
0.40
Worst Rolling Year
12.50%
6.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−24.27%
−15.31%
Recovery Period
461 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 69% · M 25% · S 5%
Number of Stocks
33
40
Portfolio P/E
52.72
30.67
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%