Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
3.26%
6 Months
−1.55%
4.03%
1 Year
2.26%
0.70%
3 Years
3.37%
10.01%
5 Years
4.66%
8.40%
Since Inception
9.07%
14.84%
Fund Age
6 yrs 8 mo
7 yrs 10 mo
AUM
₹55.15 Cr
₹2,937.84 Cr
Alpha – 1 Year
−0.72%
−2.28%
Alpha – 3 Years
−8.51%
−1.88%
Information Ratio – 3 Years
-1.16
-0.37
Volatility – 1 Year
17.30%
17.90%
Volatility – 3 Years
16.20%
14.65%
Beta – 1 Year
0.96
1.00
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
-0.10
-0.18
Sharpe Ratio – 3 Years
-0.05
0.35
Worst Rolling Year
0.65%
7.25%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−23.57%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 58% · M 15% · S 26%
Number of Stocks
26
71
Portfolio P/E
31.94
31.77
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%