Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
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%
Volatility • 3 yrs deviation
1 Month
0.25%
4.84%
6 Months
15.19%
7.61%
1 Year
3.21%
−0.76%
3 Years
19.65%
11.28%
5 Years
—
9.58%
Since Inception
25.09%
11.67%
Fund Age
3 yrs 5 mo
7 yrs 11 mo
AUM
₹4,148.34 Cr
₹12.5 Cr
Alpha – 1 Year
0.23%
−3.74%
Alpha – 3 Years
7.77%
−0.61%
Information Ratio – 3 Years
0.62
-0.06
Volatility – 1 Year
21.54%
20.02%
Volatility – 3 Years
22.15%
16.21%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
-0.01
-0.22
Sharpe Ratio – 3 Years
0.68
0.41
Worst Rolling Year
19.49%
8.66%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−27.91%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 36% · M 30% · S 35%
Number of Stocks
26
15
Portfolio P/E
55.82
35.71
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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)
2% / 0% / 0%
0% / 0% / 0%