Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.41%
4.84%
6 Months
0.07%
7.61%
1 Year
4.08%
−0.76%
3 Years
6.47%
11.28%
5 Years
—
9.58%
Since Inception
11.08%
11.67%
Fund Age
6 yrs 6 mo
7 yrs 11 mo
AUM
₹1.91 Cr
₹12.5 Cr
Alpha – 1 Year
4.51%
−3.74%
Alpha – 3 Years
−2.09%
−0.61%
Information Ratio – 3 Years
-0.44
-0.06
Volatility – 1 Year
16.64%
20.02%
Volatility – 3 Years
14.35%
16.21%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
-0.01
-0.22
Sharpe Ratio – 3 Years
0.13
0.41
Worst Rolling Year
5.64%
8.66%
Value at Worst Rolling Year
₹1.06 Cr
₹1.09 Cr
Deepest Drawdown
−18.42%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.94%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 90% · M 7%
L 36% · M 30% · S 35%
Number of Stocks
50
15
Portfolio P/E
26.76
35.71
Top 5 Holdings
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
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 · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%