Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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
0.78%
4.84%
6 Months
11.75%
7.61%
1 Year
−2.37%
−0.76%
3 Years
17.81%
11.28%
5 Years
14.66%
9.58%
Since Inception
18.91%
11.67%
Fund Age
23 yrs 5 mo
7 yrs 11 mo
AUM
₹3,220.2 Cr
₹12.5 Cr
Alpha – 1 Year
−5.35%
−3.74%
Alpha – 3 Years
5.93%
−0.61%
Information Ratio – 3 Years
0.54
-0.06
Volatility – 1 Year
21.49%
20.02%
Volatility – 3 Years
20.84%
16.21%
Beta – 1 Year
1.07
1.05
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
-0.27
-0.22
Sharpe Ratio – 3 Years
0.64
0.41
Worst Rolling Year
-7.44%
8.66%
Value at Worst Rolling Year
₹0.93 Cr
₹1.09 Cr
Deepest Drawdown
−27.33%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 36% · M 30% · S 35%
Number of Stocks
27
15
Portfolio P/E
57.85
35.71
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%