Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
7.88%
6 Months
11.98%
6.39%
1 Year
18.12%
0.37%
3 Years
18.24%
11.18%
5 Years
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Since Inception
20.21%
4.21%
Fund Age
4 yrs 8 mo
4 yrs 6 mo
AUM
₹424.87 Cr
₹59.82 Cr
Alpha – 1 Year
13.40%
−2.61%
Alpha – 3 Years
6.15%
−0.71%
Information Ratio – 3 Years
0.85
0.13
Volatility – 1 Year
22.44%
22.91%
Volatility – 3 Years
19.69%
17.96%
Beta – 1 Year
1.22
1.09
Beta – 3 Years
1.10
1.01
Sharpe Ratio – 1 Year
0.61
-0.11
Sharpe Ratio – 3 Years
0.80
0.38
Worst Rolling Year
18.24%
3.87%
Value at Worst Rolling Year
₹1.18 Cr
₹1.04 Cr
Deepest Drawdown
−25.57%
−25.26%
Recovery Period
337 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.33%
12.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 1% · S 89%
L 40% · M 26% · S 33%
Number of Stocks
30
35
Portfolio P/E
23.45
45.30
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%