Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD-2-BREAKOUT 20 vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Unifi BCAD-2-BREAKOUT 20
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
2.78%
6 Months
9.93%
1.92%
1 Year
7.49%
0.43%
3 Years
9.34%
—
5 Years
—
—
Since Inception
11.87%
6.17%
Fund Age
4 yrs 7 mo
2 yrs 2 mo
AUM
₹1,953.44 Cr
₹22.98 Cr
Alpha – 1 Year
2.77%
−2.55%
Alpha – 3 Years
−2.75%
—
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
19.15%
16.90%
Volatility – 3 Years
16.91%
—
Beta – 1 Year
1.06
0.96
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.19
-0.22
Sharpe Ratio – 3 Years
0.30
—
Worst Rolling Year
8.22%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−20.91%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 8% · S 75%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
23.80
31.26
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%