Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
4.84%
6 Months
25.00%
7.61%
1 Year
17.14%
−0.76%
3 Years
16.20%
11.28%
5 Years
15.34%
9.58%
Since Inception
19.60%
11.67%
Fund Age
7 yrs 3 mo
7 yrs 11 mo
AUM
₹127.23 Cr
₹12.5 Cr
Alpha – 1 Year
12.42%
−3.74%
Alpha – 3 Years
4.43%
−0.61%
Information Ratio – 3 Years
0.38
-0.06
Volatility – 1 Year
23.12%
20.02%
Volatility – 3 Years
20.20%
16.21%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
0.56
-0.22
Sharpe Ratio – 3 Years
0.61
0.41
Worst Rolling Year
13.55%
8.66%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−26.74%
−24.66%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 36% · M 30% · S 35%
Number of Stocks
101
15
Portfolio P/E
52.20
35.71
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
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%