Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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
0.78%
3.42%
6 Months
11.75%
2.89%
1 Year
−2.37%
2.59%
3 Years
17.81%
10.39%
5 Years
14.66%
8.86%
Since Inception
18.91%
11.13%
Fund Age
23 yrs 5 mo
5 yrs 6 mo
AUM
₹3,220.2 Cr
₹63.54 Cr
Alpha – 1 Year
−5.35%
−0.39%
Alpha – 3 Years
5.93%
−1.50%
Information Ratio – 3 Years
0.54
-0.34
Volatility – 1 Year
21.49%
16.68%
Volatility – 3 Years
20.84%
13.79%
Beta – 1 Year
1.07
0.95
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
-0.27
-0.09
Sharpe Ratio – 3 Years
0.64
0.40
Worst Rolling Year
-7.44%
6.98%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−27.33%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 69% · M 25% · S 5%
Number of Stocks
27
40
Portfolio P/E
57.85
30.67
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%