Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.84%
6 Months
10.76%
7.61%
1 Year
8.14%
−0.76%
3 Years
7.76%
11.28%
5 Years
10.03%
9.58%
Since Inception
11.69%
11.67%
Fund Age
6 yrs 8 mo
7 yrs 11 mo
AUM
₹87.23 Cr
₹12.5 Cr
Alpha – 1 Year
8.57%
−3.74%
Alpha – 3 Years
−0.81%
−0.61%
Information Ratio – 3 Years
0.02
-0.06
Volatility – 1 Year
23.09%
20.02%
Volatility – 3 Years
18.26%
16.21%
Beta – 1 Year
1.29
1.05
Beta – 3 Years
1.11
0.91
Sharpe Ratio – 1 Year
0.21
-0.22
Sharpe Ratio – 3 Years
0.22
0.41
Worst Rolling Year
6.59%
8.66%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−25.42%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 36% · M 30% · S 35%
Number of Stocks
41
15
Portfolio P/E
25.23
35.71
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%