Portfolio Management Services (PMS)Compare Schemes
BB Bluechip vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
BB Bluechip
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.28%
2.78%
6 Months
16.54%
1.92%
1 Year
15.86%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
29.22%
6.17%
Fund Age
17 mo
2 yrs 2 mo
AUM
₹12.45 Cr
₹22.98 Cr
Alpha – 1 Year
12.88%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.63%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
1.27
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.85%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 53% · M 1% · S 36%
L 61% · M 14% · S 21%
Number of Stocks
16
41
Portfolio P/E
18.79
31.26
Top 5 Holdings
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
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 · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%