Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Digital Leaders vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Digital Leaders
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
7.88%
10.96%
6 Months
6.39%
14.84%
1 Year
0.37%
16.93%
3 Years
11.18%
—
5 Years
—
—
Since Inception
4.21%
20.33%
Fund Age
4 yrs 6 mo
3 yrs
AUM
₹59.82 Cr
₹214.05 Cr
Alpha – 1 Year
−2.61%
12.21%
Alpha – 3 Years
−0.71%
—
Information Ratio – 3 Years
0.13
0.51
Volatility – 1 Year
22.91%
22.29%
Volatility – 3 Years
17.96%
21.03%
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.01
0.97
Sharpe Ratio – 1 Year
-0.11
0.57
Sharpe Ratio – 3 Years
0.38
0.72
Worst Rolling Year
3.87%
18.92%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−25.26%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.37%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 40% · M 26% · S 33%
L 12% · M 21% · S 55%
Number of Stocks
35
25
Portfolio P/E
45.30
38.40
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%
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 · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
—
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%