Portfolio Management Services (PMS)Compare Schemes
Wealth Managers - Focused Leadership Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Wealth Managers - Focused Leadership Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.79%
3.42%
6 Months
13.10%
2.89%
1 Year
18.11%
2.59%
3 Years
14.56%
10.39%
5 Years
8.71%
8.86%
Since Inception
13.67%
11.13%
Fund Age
11 yrs 2 mo
5 yrs 6 mo
AUM
₹138.06 Cr
₹63.54 Cr
Alpha – 1 Year
18.46%
−0.39%
Alpha – 3 Years
5.57%
−1.50%
Information Ratio – 3 Years
0.62
-0.34
Volatility – 1 Year
22.83%
16.68%
Volatility – 3 Years
16.72%
13.79%
Beta – 1 Year
1.29
0.95
Beta – 3 Years
1.00
0.88
Sharpe Ratio – 1 Year
0.61
-0.09
Sharpe Ratio – 3 Years
0.55
0.40
Worst Rolling Year
-8.44%
6.98%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−17.10%
−15.31%
Recovery Period
115 days
227 days
1-Year Rolling Windows Positive
92.53%
100.00%
Median Rolling Year
13.06%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 14% · S 45%
L 69% · M 25% · S 5%
Number of Stocks
18
40
Portfolio P/E
38.70
30.67
Top 5 Holdings
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%