Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
3.42%
6 Months
11.49%
2.89%
1 Year
3.89%
2.59%
3 Years
8.19%
10.39%
5 Years
11.02%
8.86%
Since Inception
10.97%
11.13%
Fund Age
13 yrs 8 mo
5 yrs 6 mo
AUM
₹360.51 Cr
₹63.54 Cr
Alpha – 1 Year
0.91%
−0.39%
Alpha – 3 Years
−3.69%
−1.50%
Information Ratio – 3 Years
-0.18
-0.34
Volatility – 1 Year
23.04%
16.68%
Volatility – 3 Years
19.34%
13.79%
Beta – 1 Year
1.26
0.95
Beta – 3 Years
1.17
0.88
Sharpe Ratio – 1 Year
0.04
-0.09
Sharpe Ratio – 3 Years
0.30
0.40
Worst Rolling Year
-8.10%
6.98%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−30.43%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
L 69% · M 25% · S 5%
Number of Stocks
29
40
Portfolio P/E
37.17
30.67
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 · 9.92%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%