Portfolio Management Services (PMS)Compare Schemes
THINQWISE INDIA LONG TERM FUND vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
THINQWISE INDIA LONG TERM FUND
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.86%
2.78%
6 Months
8.56%
1.92%
1 Year
5.56%
0.43%
3 Years
8.84%
—
5 Years
—
—
Since Inception
10.12%
6.17%
Fund Age
3 yrs 2 mo
2 yrs 2 mo
AUM
₹45.94 Cr
₹22.98 Cr
Alpha – 1 Year
5.91%
−2.55%
Alpha – 3 Years
−0.16%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
23.84%
16.90%
Volatility – 3 Years
20.02%
—
Beta – 1 Year
1.25
0.96
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.12
-0.22
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
7.39%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.84%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.37%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
14
41
Portfolio P/E
—
31.26
Top 5 Holdings
—
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%