Portfolio Management Services (PMS)Compare Schemes
MOAT - Moderate Compounders vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
MOAT - Moderate Compounders
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.75%
4.84%
6 Months
8.17%
7.61%
1 Year
3.28%
−0.76%
3 Years
8.41%
11.28%
5 Years
12.53%
9.58%
Since Inception
11.01%
11.67%
Fund Age
12 yrs 9 mo
7 yrs 11 mo
AUM
₹16.57 Cr
₹12.5 Cr
Alpha – 1 Year
−1.44%
−3.74%
Alpha – 3 Years
−3.68%
−0.61%
Information Ratio – 3 Years
-0.32
-0.06
Volatility – 1 Year
20.74%
20.02%
Volatility – 3 Years
17.91%
16.21%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.09
0.91
Sharpe Ratio – 1 Year
0.00
-0.22
Sharpe Ratio – 3 Years
0.32
0.41
Worst Rolling Year
-16.89%
8.66%
Value at Worst Rolling Year
₹0.83 Cr
₹1.09 Cr
Deepest Drawdown
−28.21%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
73.60%
100.00%
Median Rolling Year
13.43%
14.96%
5-Year Rolling Windows Positive
88.30%
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
Top 5 Holdings
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%