Portfolio Management Services (PMS)Compare Schemes
Wealth Managers - Focused Leadership Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Wealth Managers - Focused Leadership Portfolio
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.79%
2.78%
6 Months
13.10%
1.92%
1 Year
18.11%
0.43%
3 Years
14.56%
—
5 Years
8.71%
—
Since Inception
13.67%
6.17%
Fund Age
11 yrs 2 mo
2 yrs 2 mo
AUM
₹138.06 Cr
₹22.98 Cr
Alpha – 1 Year
18.46%
−2.55%
Alpha – 3 Years
5.57%
—
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
22.83%
16.90%
Volatility – 3 Years
16.72%
—
Beta – 1 Year
1.29
0.96
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.61
-0.22
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
-8.44%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−17.10%
−16.17%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
92.53%
—
Median Rolling Year
13.06%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 14% · S 45%
L 61% · M 14% · S 21%
Number of Stocks
18
41
Portfolio P/E
38.70
31.26
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 · 9.83%
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 · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%