Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
2.80%
6.39%
1 Year
4.89%
0.37%
3 Years
12.23%
11.18%
5 Years
10.64%
—
Since Inception
8.93%
4.21%
Fund Age
12 yrs
4 yrs 6 mo
AUM
₹134.76 Cr
₹59.82 Cr
Alpha – 1 Year
−1.08%
−2.61%
Alpha – 3 Years
1.34%
−0.71%
Information Ratio – 3 Years
0.07
0.13
Volatility – 1 Year
10.79%
22.91%
Volatility – 3 Years
9.62%
17.96%
Beta – 1 Year
1.04
1.09
Beta – 3 Years
1.10
1.01
Sharpe Ratio – 1 Year
-0.01
-0.11
Sharpe Ratio – 3 Years
0.69
0.38
Worst Rolling Year
0.05%
3.87%
Value at Worst Rolling Year
₹1.00 Cr
₹1.04 Cr
Deepest Drawdown
−11.50%
−25.26%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 40% · M 26% · S 33%
Number of Stocks
33
35
Portfolio P/E
25.96
45.30
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 · 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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%