Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
4.84%
6 Months
11.49%
7.61%
1 Year
3.89%
−0.76%
3 Years
8.19%
11.28%
5 Years
11.02%
9.58%
Since Inception
10.97%
11.67%
Fund Age
13 yrs 8 mo
7 yrs 11 mo
AUM
₹360.51 Cr
₹12.5 Cr
Alpha – 1 Year
0.91%
−3.74%
Alpha – 3 Years
−3.69%
−0.61%
Information Ratio – 3 Years
-0.18
-0.06
Volatility – 1 Year
23.04%
20.02%
Volatility – 3 Years
19.34%
16.21%
Beta – 1 Year
1.26
1.05
Beta – 3 Years
1.17
0.91
Sharpe Ratio – 1 Year
0.04
-0.22
Sharpe Ratio – 3 Years
0.30
0.41
Worst Rolling Year
-8.10%
8.66%
Value at Worst Rolling Year
₹0.92 Cr
₹1.09 Cr
Deepest Drawdown
−30.43%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 36% · M 30% · S 35%
Number of Stocks
29
15
Portfolio P/E
37.17
35.71
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%