Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
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
5.99%
4.84%
6 Months
26.63%
7.61%
1 Year
16.86%
−0.76%
3 Years
13.24%
11.28%
5 Years
17.56%
9.58%
Since Inception
16.65%
11.67%
Fund Age
10 yrs 1 mo
7 yrs 11 mo
AUM
₹11.38 Cr
₹12.5 Cr
Alpha – 1 Year
12.14%
−3.74%
Alpha – 3 Years
1.15%
−0.61%
Information Ratio – 3 Years
0.20
-0.06
Volatility – 1 Year
29.32%
20.02%
Volatility – 3 Years
24.13%
16.21%
Beta – 1 Year
1.44
1.05
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
0.48
-0.22
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
-10.45%
8.66%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−32.02%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 36% · M 30% · S 35%
Number of Stocks
28
15
Portfolio P/E
41.96
35.71
Top 5 Holdings
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
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 · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%