Portfolio Management Services (PMS)Compare Schemes
Valcreate Lifesciences and Specialty Opportunities vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Valcreate Lifesciences and Specialty Opportunities
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.35%
2.78%
6 Months
17.95%
1.92%
1 Year
21.71%
0.43%
3 Years
19.34%
—
5 Years
—
—
Since Inception
19.34%
6.17%
Fund Age
3 yrs 6 mo
2 yrs 2 mo
AUM
₹18.73 Cr
₹22.98 Cr
Alpha – 1 Year
16.99%
−2.55%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.85
—
Volatility – 1 Year
22.22%
16.90%
Volatility – 3 Years
20.72%
—
Beta – 1 Year
0.87
0.96
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
0.75
-0.22
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.17%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
Top 5 Holdings
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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)
0% / 0% / 0%
0% / 0% / 0%