Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots Midcap 29 vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots Midcap 29
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.12%
4.84%
6 Months
8.08%
7.61%
1 Year
10.16%
−0.76%
3 Years
15.60%
11.28%
5 Years
—
9.58%
Since Inception
19.84%
11.67%
Fund Age
6 yrs 11 mo
7 yrs 11 mo
AUM
₹3.18 Cr
₹12.5 Cr
Alpha – 1 Year
7.18%
−3.74%
Alpha – 3 Years
3.72%
−0.61%
Information Ratio – 3 Years
0.60
-0.06
Volatility – 1 Year
19.93%
20.02%
Volatility – 3 Years
18.09%
16.21%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.14
0.91
Sharpe Ratio – 1 Year
0.31
-0.22
Sharpe Ratio – 3 Years
0.60
0.41
Worst Rolling Year
14.68%
8.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−19.38%
−24.66%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.30%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 55% · S 12%
L 36% · M 30% · S 35%
Number of Stocks
29
15
Portfolio P/E
38.53
35.71
Top 5 Holdings
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
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 · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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%