Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
2.78%
6 Months
26.95%
1.92%
1 Year
13.12%
0.43%
3 Years
17.80%
—
5 Years
15.04%
—
Since Inception
22.70%
6.17%
Fund Age
8 yrs
2 yrs 2 mo
AUM
₹357.26 Cr
₹22.98 Cr
Alpha – 1 Year
10.14%
−2.55%
Alpha – 3 Years
5.90%
—
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
16.90%
Volatility – 3 Years
25.45%
—
Beta – 1 Year
1.68
0.96
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
-0.22
Sharpe Ratio – 3 Years
0.56
—
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
−16.17%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 61% · M 14% · S 21%
Number of Stocks
42
41
Portfolio P/E
42.01
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%