Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Business Leaders vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Business Leaders
WhiteOak Capital Digital Leaders
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.42%
7.88%
6 Months
2.89%
6.39%
1 Year
2.59%
0.37%
3 Years
10.39%
11.18%
5 Years
8.86%
—
Since Inception
11.13%
4.21%
Fund Age
5 yrs 6 mo
4 yrs 6 mo
AUM
₹63.54 Cr
₹59.82 Cr
Alpha – 1 Year
−0.39%
−2.61%
Alpha – 3 Years
−1.50%
−0.71%
Information Ratio – 3 Years
-0.34
0.13
Volatility – 1 Year
16.68%
22.91%
Volatility – 3 Years
13.79%
17.96%
Beta – 1 Year
0.95
1.09
Beta – 3 Years
0.88
1.01
Sharpe Ratio – 1 Year
-0.09
-0.11
Sharpe Ratio – 3 Years
0.40
0.38
Worst Rolling Year
6.98%
3.87%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−15.31%
−25.26%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.50%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 25% · S 5%
L 40% · M 26% · S 33%
Number of Stocks
40
35
Portfolio P/E
30.67
45.30
Top 5 Holdings
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%
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 · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%