Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
4.84%
6 Months
4.12%
7.61%
1 Year
−0.25%
−0.76%
3 Years
10.95%
11.28%
5 Years
10.56%
9.58%
Since Inception
10.62%
11.67%
Fund Age
13 yrs 8 mo
7 yrs 11 mo
AUM
₹41.22 Cr
₹12.5 Cr
Alpha – 1 Year
0.18%
−3.74%
Alpha – 3 Years
2.39%
−0.61%
Information Ratio – 3 Years
0.52
-0.06
Volatility – 1 Year
20.61%
20.02%
Volatility – 3 Years
17.57%
16.21%
Beta – 1 Year
1.24
1.05
Beta – 3 Years
1.19
0.91
Sharpe Ratio – 1 Year
-0.18
-0.22
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
-10.52%
8.66%
Value at Worst Rolling Year
₹0.89 Cr
₹1.09 Cr
Deepest Drawdown
−22.41%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
14.96%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
L 36% · M 30% · S 35%
Number of Stocks
25
15
Portfolio P/E
36.71
35.71
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 · 9.52%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%