Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
4.84%
6 Months
22.77%
7.61%
1 Year
24.21%
−0.76%
3 Years
13.20%
11.28%
5 Years
12.56%
9.58%
Since Inception
18.69%
11.67%
Fund Age
7 yrs 4 mo
7 yrs 11 mo
AUM
₹114.64 Cr
₹12.5 Cr
Alpha – 1 Year
19.49%
−3.74%
Alpha – 3 Years
1.43%
−0.61%
Information Ratio – 3 Years
0.12
-0.06
Volatility – 1 Year
24.82%
20.02%
Volatility – 3 Years
21.64%
16.21%
Beta – 1 Year
1.34
1.05
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
0.78
-0.22
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
10.43%
8.66%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
−24.42%
−24.66%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 36% · M 30% · S 35%
Number of Stocks
32
15
Portfolio P/E
37.13
35.71
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%