Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Research Select Equity vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Research Select Equity
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.78%
10.96%
6 Months
1.92%
14.84%
1 Year
0.43%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
6.17%
20.33%
Fund Age
2 yrs 2 mo
3 yrs
AUM
₹22.98 Cr
₹214.05 Cr
Alpha – 1 Year
−2.55%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
16.90%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
0.96
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.22
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−16.17%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 14% · S 21%
L 12% · M 21% · S 55%
Number of Stocks
41
25
Portfolio P/E
31.26
38.40
Top 5 Holdings
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%
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 · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
—
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%