Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Digital Leaders vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Digital Leaders
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.88%
2.78%
6 Months
6.39%
1.92%
1 Year
0.37%
0.43%
3 Years
11.18%
—
5 Years
—
—
Since Inception
4.21%
6.17%
Fund Age
4 yrs 6 mo
2 yrs 2 mo
AUM
₹59.82 Cr
₹22.98 Cr
Alpha – 1 Year
−2.61%
−2.55%
Alpha – 3 Years
−0.71%
—
Information Ratio – 3 Years
0.13
—
Volatility – 1 Year
22.91%
16.90%
Volatility – 3 Years
17.96%
—
Beta – 1 Year
1.09
0.96
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
-0.11
-0.22
Sharpe Ratio – 3 Years
0.38
—
Worst Rolling Year
3.87%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−25.26%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.37%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 26% · S 33%
L 61% · M 14% · S 21%
Number of Stocks
35
41
Portfolio P/E
45.30
31.26
Top 5 Holdings
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%