Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Digital Leaders vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Digital Leaders
Xylem Maverick Strategy
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%
9.42%
6 Months
6.39%
52.78%
1 Year
0.37%
27.27%
3 Years
11.18%
—
5 Years
—
—
Since Inception
4.21%
23.72%
Fund Age
4 yrs 6 mo
19 mo
AUM
₹59.82 Cr
₹71.55 Cr
Alpha – 1 Year
−2.61%
22.55%
Alpha – 3 Years
−0.71%
—
Information Ratio – 3 Years
0.13
—
Volatility – 1 Year
22.91%
31.93%
Volatility – 3 Years
17.96%
—
Beta – 1 Year
1.09
1.29
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
-0.11
0.74
Sharpe Ratio – 3 Years
0.38
—
Worst Rolling Year
3.87%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−25.26%
−27.01%
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%
S 96%
Number of Stocks
35
19
Portfolio P/E
45.30
39.65
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%
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 · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%