Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
4.84%
6 Months
26.95%
7.61%
1 Year
13.12%
−0.76%
3 Years
17.80%
11.28%
5 Years
15.04%
9.58%
Since Inception
22.70%
11.67%
Fund Age
8 yrs
7 yrs 11 mo
AUM
₹357.26 Cr
₹12.5 Cr
Alpha – 1 Year
10.14%
−3.74%
Alpha – 3 Years
5.90%
−0.61%
Information Ratio – 3 Years
0.31
-0.06
Volatility – 1 Year
32.38%
20.02%
Volatility – 3 Years
25.45%
16.21%
Beta – 1 Year
1.68
1.05
Beta – 3 Years
1.37
0.91
Sharpe Ratio – 1 Year
0.36
-0.22
Sharpe Ratio – 3 Years
0.56
0.41
Worst Rolling Year
11.19%
8.66%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−26.50%
−24.66%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 36% · M 30% · S 35%
Number of Stocks
42
15
Portfolio P/E
42.01
35.71
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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 · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%