Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
4.84%
6 Months
21.51%
7.61%
1 Year
15.87%
−0.76%
3 Years
14.38%
11.28%
5 Years
17.96%
9.58%
Since Inception
16.82%
11.67%
Fund Age
8 yrs 9 mo
7 yrs 11 mo
AUM
₹1,503.25 Cr
₹12.5 Cr
Alpha – 1 Year
11.15%
−3.74%
Alpha – 3 Years
2.29%
−0.61%
Information Ratio – 3 Years
0.39
-0.06
Volatility – 1 Year
27.51%
20.02%
Volatility – 3 Years
22.70%
16.21%
Beta – 1 Year
1.48
1.05
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.47
-0.22
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
1.64%
8.66%
Value at Worst Rolling Year
₹1.02 Cr
₹1.09 Cr
Deepest Drawdown
−24.39%
−24.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 36% · M 30% · S 35%
Number of Stocks
17
15
Portfolio P/E
—
35.71
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%