Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
2.78%
6 Months
−0.13%
1.92%
1 Year
−2.80%
0.43%
3 Years
13.20%
—
5 Years
—
—
Since Inception
13.51%
6.17%
Fund Age
3 yrs 8 mo
2 yrs 2 mo
AUM
₹30.6 Cr
₹22.98 Cr
Alpha – 1 Year
−5.78%
−2.55%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
16.62%
16.90%
Volatility – 3 Years
16.99%
—
Beta – 1 Year
0.93
0.96
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.42
-0.22
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
13.00%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−20.23%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.04%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 44% · M 26% · S 17%
L 61% · M 14% · S 21%
Number of Stocks
24
41
Portfolio P/E
32.10
31.26
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%