Portfolio Management Services (PMS)Compare Schemes
White Oak India Select Equity Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
White Oak India Select Equity Portfolio
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.84%
7.88%
6 Months
7.61%
6.39%
1 Year
−0.76%
0.37%
3 Years
11.28%
11.18%
5 Years
9.58%
—
Since Inception
11.67%
4.21%
Fund Age
7 yrs 11 mo
4 yrs 6 mo
AUM
₹12.5 Cr
₹59.82 Cr
Alpha – 1 Year
−3.74%
−2.61%
Alpha – 3 Years
−0.61%
−0.71%
Information Ratio – 3 Years
-0.06
0.13
Volatility – 1 Year
20.02%
22.91%
Volatility – 3 Years
16.21%
17.96%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.91
1.01
Sharpe Ratio – 1 Year
-0.22
-0.11
Sharpe Ratio – 3 Years
0.41
0.38
Worst Rolling Year
8.66%
3.87%
Value at Worst Rolling Year
₹1.09 Cr
₹1.04 Cr
Deepest Drawdown
−24.66%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.96%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 36% · M 30% · S 35%
L 40% · M 26% · S 33%
Number of Stocks
15
35
Portfolio P/E
35.71
45.30
Top 5 Holdings
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
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
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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)
0% / 0% / 0%
0% / 0% / 0%