Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
7.88%
6 Months
4.47%
6.39%
1 Year
−9.70%
0.37%
3 Years
—
11.18%
5 Years
—
—
Since Inception
13.40%
4.21%
Fund Age
2 yrs 8 mo
4 yrs 6 mo
AUM
₹11.72 Cr
₹59.82 Cr
Alpha – 1 Year
−4.20%
−2.61%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
9.16%
22.91%
Volatility – 3 Years
—
17.96%
Beta – 1 Year
0.51
1.09
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
-1.67
-0.11
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−14.15%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%