Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
ASK-EOP
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
3.26%
6 Months
−2.22%
4.03%
1 Year
−4.46%
0.70%
3 Years
4.69%
10.01%
5 Years
4.88%
8.40%
Since Inception
9.48%
14.84%
Fund Age
8 yrs 11 mo
7 yrs 10 mo
AUM
₹242.51 Cr
₹2,937.84 Cr
Alpha – 1 Year
−7.44%
−2.28%
Alpha – 3 Years
−7.19%
−1.88%
Information Ratio – 3 Years
-1.12
-0.37
Volatility – 1 Year
16.89%
17.90%
Volatility – 3 Years
18.01%
14.65%
Beta – 1 Year
0.95
1.00
Beta – 3 Years
1.07
0.93
Sharpe Ratio – 1 Year
-0.51
-0.18
Sharpe Ratio – 3 Years
0.04
0.35
Worst Rolling Year
2.18%
7.25%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.10%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 58% · M 15% · S 26%
Number of Stocks
34
71
Portfolio P/E
41.30
31.77
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%