Portfolio Management Services (PMS)Compare Schemes
TRADESWIFT BROKING-MULTI ASSET vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
TRADESWIFT BROKING-MULTI ASSET
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.77%
7.88%
6 Months
11.30%
6.39%
1 Year
5.88%
0.37%
3 Years
—
11.18%
5 Years
—
—
Since Inception
10.85%
4.21%
Fund Age
2 yrs 5 mo
4 yrs 6 mo
AUM
₹45.96 Cr
₹59.82 Cr
Alpha – 1 Year
−0.98%
−2.61%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
21.88%
22.91%
Volatility – 3 Years
—
17.96%
Beta – 1 Year
2.00
1.09
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.12
-0.11
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−19.87%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 12% · M 4% · S 66%
L 40% · M 26% · S 33%
Number of Stocks
39
35
Portfolio P/E
23.43
45.30
Top 5 Holdings
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 1%
0% / 0% / 0%