Portfolio Management Services (PMS)Compare Schemes
White Oak India Select Equity Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
White Oak India Select Equity Portfolio
Wright Factor Fund
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%
10.96%
6 Months
7.61%
14.84%
1 Year
−0.76%
16.93%
3 Years
11.28%
—
5 Years
9.58%
—
Since Inception
11.67%
20.33%
Fund Age
7 yrs 11 mo
3 yrs
AUM
₹12.5 Cr
₹214.05 Cr
Alpha – 1 Year
−3.74%
12.21%
Alpha – 3 Years
−0.61%
—
Information Ratio – 3 Years
-0.06
0.51
Volatility – 1 Year
20.02%
22.29%
Volatility – 3 Years
16.21%
21.03%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
-0.22
0.57
Sharpe Ratio – 3 Years
0.41
0.72
Worst Rolling Year
8.66%
18.92%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−24.66%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.96%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 36% · M 30% · S 35%
L 12% · M 21% · S 55%
Number of Stocks
15
25
Portfolio P/E
35.71
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%