Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.80%
3.42%
6 Months
2.80%
2.89%
1 Year
4.89%
2.59%
3 Years
12.23%
10.39%
5 Years
10.64%
8.86%
Since Inception
8.93%
11.13%
Fund Age
12 yrs
5 yrs 6 mo
AUM
₹134.76 Cr
₹63.54 Cr
Alpha – 1 Year
−1.08%
−0.39%
Alpha – 3 Years
1.34%
−1.50%
Information Ratio – 3 Years
0.07
-0.34
Volatility – 1 Year
10.79%
16.68%
Volatility – 3 Years
9.62%
13.79%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.10
0.88
Sharpe Ratio – 1 Year
-0.01
-0.09
Sharpe Ratio – 3 Years
0.69
0.40
Worst Rolling Year
0.05%
6.98%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−11.50%
−15.31%
Recovery Period
80 days
227 days
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
L 69% · M 25% · S 5%
Number of Stocks
33
40
Portfolio P/E
25.96
30.67
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 · 9.92%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%