Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Business Leaders vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Business Leaders
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.42%
10.96%
6 Months
2.89%
14.84%
1 Year
2.59%
16.93%
3 Years
10.39%
—
5 Years
8.86%
—
Since Inception
11.13%
20.33%
Fund Age
5 yrs 6 mo
3 yrs
AUM
₹63.54 Cr
₹214.05 Cr
Alpha – 1 Year
−0.39%
12.21%
Alpha – 3 Years
−1.50%
—
Information Ratio – 3 Years
-0.34
0.51
Volatility – 1 Year
16.68%
22.29%
Volatility – 3 Years
13.79%
21.03%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
0.88
0.97
Sharpe Ratio – 1 Year
-0.09
0.57
Sharpe Ratio – 3 Years
0.40
0.72
Worst Rolling Year
6.98%
18.92%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−15.31%
−27.91%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.50%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 25% · S 5%
L 12% · M 21% · S 55%
Number of Stocks
40
25
Portfolio P/E
30.67
38.40
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%
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 · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
—
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%