Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
3.26%
6 Months
0.50%
4.03%
1 Year
6.34%
0.70%
3 Years
19.74%
10.01%
5 Years
16.62%
8.40%
Since Inception
20.10%
14.84%
Fund Age
6 yrs 1 mo
7 yrs 10 mo
AUM
₹56.91 Cr
₹2,937.84 Cr
Alpha – 1 Year
1.64%
−2.28%
Alpha – 3 Years
7.64%
−1.88%
Information Ratio – 3 Years
0.90
-0.37
Volatility – 1 Year
16.52%
17.90%
Volatility – 3 Years
17.18%
14.65%
Beta – 1 Year
0.89
1.00
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
0.14
-0.18
Sharpe Ratio – 3 Years
0.84
0.35
Worst Rolling Year
18.93%
7.25%
Value at Worst Rolling Year
₹1.19 Cr
₹1.07 Cr
Deepest Drawdown
−18.72%
−18.24%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 58% · M 15% · S 26%
Number of Stocks
20
71
Portfolio P/E
27.00
31.77
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%