Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
2.78%
6 Months
29.13%
1.92%
1 Year
20.96%
0.43%
3 Years
17.22%
—
5 Years
—
—
Since Inception
23.59%
6.17%
Fund Age
3 yrs 7 mo
2 yrs 2 mo
AUM
₹147.56 Cr
₹22.98 Cr
Alpha – 1 Year
16.24%
−2.55%
Alpha – 3 Years
5.13%
—
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
30.80%
16.90%
Volatility – 3 Years
25.65%
—
Beta – 1 Year
1.54
0.96
Beta – 3 Years
1.41
—
Sharpe Ratio – 1 Year
0.58
-0.22
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
15.38%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−28.52%
−16.17%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.14%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 11% · S 17%
L 61% · M 14% · S 21%
Number of Stocks
18
41
Portfolio P/E
—
31.26
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 · 9.83%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%