Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
4.84%
6 Months
29.13%
7.61%
1 Year
20.96%
−0.76%
3 Years
17.22%
11.28%
5 Years
—
9.58%
Since Inception
23.59%
11.67%
Fund Age
3 yrs 7 mo
7 yrs 11 mo
AUM
₹147.56 Cr
₹12.5 Cr
Alpha – 1 Year
16.24%
−3.74%
Alpha – 3 Years
5.13%
−0.61%
Information Ratio – 3 Years
0.33
-0.06
Volatility – 1 Year
30.80%
20.02%
Volatility – 3 Years
25.65%
16.21%
Beta – 1 Year
1.54
1.05
Beta – 3 Years
1.41
0.91
Sharpe Ratio – 1 Year
0.58
-0.22
Sharpe Ratio – 3 Years
0.54
0.41
Worst Rolling Year
15.38%
8.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
−28.52%
−24.66%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 36% · M 30% · S 35%
Number of Stocks
18
15
Portfolio P/E
—
35.71
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%