Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
4.84%
6 Months
5.22%
7.61%
1 Year
8.94%
−0.76%
3 Years
10.33%
11.28%
5 Years
10.77%
9.58%
Since Inception
10.49%
11.67%
Fund Age
9 yrs 9 mo
7 yrs 11 mo
AUM
₹67.62 Cr
₹12.5 Cr
Alpha – 1 Year
−0.44%
−3.74%
Alpha – 3 Years
0.76%
−0.61%
Information Ratio – 3 Years
0.44
-0.06
Volatility – 1 Year
2.31%
20.02%
Volatility – 3 Years
1.38%
16.21%
Beta – 1 Year
0.41
1.05
Beta – 3 Years
0.46
0.91
Sharpe Ratio – 1 Year
1.46
-0.22
Sharpe Ratio – 3 Years
3.36
0.41
Worst Rolling Year
9.87%
8.66%
Value at Worst Rolling Year
₹1.10 Cr
₹1.09 Cr
Deepest Drawdown
—
−24.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
17
15
Portfolio P/E
—
35.71
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%