Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
4.84%
6 Months
32.15%
7.61%
1 Year
16.77%
−0.76%
3 Years
19.00%
11.28%
5 Years
20.10%
9.58%
Since Inception
27.01%
11.67%
Fund Age
6 yrs 10 mo
7 yrs 11 mo
AUM
₹247.64 Cr
₹12.5 Cr
Alpha – 1 Year
13.79%
−3.74%
Alpha – 3 Years
7.10%
−0.61%
Information Ratio – 3 Years
0.30
-0.06
Volatility – 1 Year
39.13%
20.02%
Volatility – 3 Years
29.47%
16.21%
Beta – 1 Year
1.87
1.05
Beta – 3 Years
1.36
0.91
Sharpe Ratio – 1 Year
0.42
-0.22
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
15.03%
8.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−35.86%
−24.66%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 36% · M 30% · S 35%
Number of Stocks
42
15
Portfolio P/E
42.30
35.71
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%