Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
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
2.92%
3.42%
6 Months
8.20%
2.89%
1 Year
15.48%
2.59%
3 Years
18.05%
10.39%
5 Years
15.54%
8.86%
Since Inception
14.61%
11.13%
Fund Age
10 yrs 4 mo
5 yrs 6 mo
AUM
₹747.6 Cr
₹63.54 Cr
Alpha – 1 Year
15.83%
−0.39%
Alpha – 3 Years
9.06%
−1.50%
Information Ratio – 3 Years
0.72
-0.34
Volatility – 1 Year
18.67%
16.68%
Volatility – 3 Years
21.45%
13.79%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.31
0.88
Sharpe Ratio – 1 Year
0.58
-0.09
Sharpe Ratio – 3 Years
0.64
0.40
Worst Rolling Year
-13.89%
6.98%
Value at Worst Rolling Year
₹0.86 Cr
₹1.07 Cr
Deepest Drawdown
−30.97%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 69% · M 25% · S 5%
Number of Stocks
25
40
Portfolio P/E
31.22
30.67
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
0% / 0% / 0%