Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
2.78%
6 Months
7.53%
1.92%
1 Year
10.69%
0.43%
3 Years
9.96%
—
5 Years
10.97%
—
Since Inception
20.53%
6.17%
Fund Age
14 yrs 7 mo
2 yrs 2 mo
AUM
₹132.39 Cr
₹22.98 Cr
Alpha – 1 Year
5.97%
−2.55%
Alpha – 3 Years
−2.13%
—
Information Ratio – 3 Years
-0.28
—
Volatility – 1 Year
20.88%
16.90%
Volatility – 3 Years
19.08%
—
Beta – 1 Year
1.15
0.96
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.34
-0.22
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
-4.87%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−22.42%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
—
Median Rolling Year
20.05%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 61% · M 14% · S 21%
Number of Stocks
23
41
Portfolio P/E
60.38
31.26
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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 · 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%