Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
4.84%
6 Months
19.62%
7.61%
1 Year
12.19%
−0.76%
3 Years
23.51%
11.28%
5 Years
13.96%
9.58%
Since Inception
23.13%
11.67%
Fund Age
6 yrs 7 mo
7 yrs 11 mo
AUM
₹2,332.81 Cr
₹12.5 Cr
Alpha – 1 Year
9.21%
−3.74%
Alpha – 3 Years
11.63%
−0.61%
Information Ratio – 3 Years
0.83
-0.06
Volatility – 1 Year
26.11%
20.02%
Volatility – 3 Years
21.82%
16.21%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.14
0.91
Sharpe Ratio – 1 Year
0.33
-0.22
Sharpe Ratio – 3 Years
0.83
0.41
Worst Rolling Year
12.50%
8.66%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−24.27%
−24.66%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 36% · M 30% · S 35%
Number of Stocks
33
15
Portfolio P/E
52.72
35.71
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%