Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Business Leaders vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Business Leaders
Xylem Maverick Strategy
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%
9.42%
6 Months
2.89%
52.78%
1 Year
2.59%
27.27%
3 Years
10.39%
—
5 Years
8.86%
—
Since Inception
11.13%
23.72%
Fund Age
5 yrs 6 mo
19 mo
AUM
₹63.54 Cr
₹71.55 Cr
Alpha – 1 Year
−0.39%
22.55%
Alpha – 3 Years
−1.50%
—
Information Ratio – 3 Years
-0.34
—
Volatility – 1 Year
16.68%
31.93%
Volatility – 3 Years
13.79%
—
Beta – 1 Year
0.95
1.29
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
-0.09
0.74
Sharpe Ratio – 3 Years
0.40
—
Worst Rolling Year
6.98%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−15.31%
−27.01%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 69% · M 25% · S 5%
S 96%
Number of Stocks
40
19
Portfolio P/E
30.67
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%