Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
ASK Strategic
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
2.78%
6 Months
−2.32%
1.92%
1 Year
−4.30%
0.43%
3 Years
4.86%
—
5 Years
5.12%
—
Since Inception
13.15%
6.17%
Fund Age
16 yrs 7 mo
2 yrs 2 mo
AUM
₹21.07 Cr
₹22.98 Cr
Alpha – 1 Year
−7.28%
−2.55%
Alpha – 3 Years
−7.02%
—
Information Ratio – 3 Years
-1.10
—
Volatility – 1 Year
16.85%
16.90%
Volatility – 3 Years
18.06%
—
Beta – 1 Year
0.95
0.96
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.50
-0.22
Sharpe Ratio – 3 Years
0.05
—
Worst Rolling Year
-4.57%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−24.09%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
—
Median Rolling Year
13.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 61% · M 14% · S 21%
Number of Stocks
34
41
Portfolio P/E
41.34
31.26
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%