Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
4.84%
6 Months
2.80%
7.61%
1 Year
4.89%
−0.76%
3 Years
12.23%
11.28%
5 Years
10.64%
9.58%
Since Inception
8.93%
11.67%
Fund Age
12 yrs
7 yrs 11 mo
AUM
₹134.76 Cr
₹12.5 Cr
Alpha – 1 Year
−1.08%
−3.74%
Alpha – 3 Years
1.34%
−0.61%
Information Ratio – 3 Years
0.07
-0.06
Volatility – 1 Year
10.79%
20.02%
Volatility – 3 Years
9.62%
16.21%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.10
0.91
Sharpe Ratio – 1 Year
-0.01
-0.22
Sharpe Ratio – 3 Years
0.69
0.41
Worst Rolling Year
0.05%
8.66%
Value at Worst Rolling Year
₹1.00 Cr
₹1.09 Cr
Deepest Drawdown
−11.50%
−24.66%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 36% · M 30% · S 35%
Number of Stocks
33
15
Portfolio P/E
25.96
35.71
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%