Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
3.26%
6 Months
4.12%
4.03%
1 Year
−0.25%
0.70%
3 Years
10.95%
10.01%
5 Years
10.56%
8.40%
Since Inception
10.62%
14.84%
Fund Age
13 yrs 8 mo
7 yrs 10 mo
AUM
₹41.22 Cr
₹2,937.84 Cr
Alpha – 1 Year
0.18%
−2.28%
Alpha – 3 Years
2.39%
−1.88%
Information Ratio – 3 Years
0.52
-0.37
Volatility – 1 Year
20.61%
17.90%
Volatility – 3 Years
17.57%
14.65%
Beta – 1 Year
1.24
1.00
Beta – 3 Years
1.19
0.93
Sharpe Ratio – 1 Year
-0.18
-0.18
Sharpe Ratio – 3 Years
0.46
0.35
Worst Rolling Year
-10.52%
7.25%
Value at Worst Rolling Year
₹0.89 Cr
₹1.07 Cr
Deepest Drawdown
−22.41%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
15.22%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 58% · M 15% · S 26%
Number of Stocks
25
71
Portfolio P/E
36.71
31.77
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%