Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
4.84%
6 Months
−7.08%
7.61%
1 Year
−4.02%
−0.76%
3 Years
1.10%
11.28%
5 Years
2.02%
9.58%
Since Inception
13.04%
11.67%
Fund Age
17 yrs 10 mo
7 yrs 11 mo
AUM
₹50.53 Cr
₹12.5 Cr
Alpha – 1 Year
−3.59%
−3.74%
Alpha – 3 Years
−7.46%
−0.61%
Information Ratio – 3 Years
-1.28
-0.06
Volatility – 1 Year
16.65%
20.02%
Volatility – 3 Years
15.47%
16.21%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.04
0.91
Sharpe Ratio – 1 Year
-0.49
-0.22
Sharpe Ratio – 3 Years
-0.20
0.41
Worst Rolling Year
-4.00%
8.66%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−23.28%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 36% · M 30% · S 35%
Number of Stocks
15
15
Portfolio P/E
27.97
35.71
Top 5 Holdings
—
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%