Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
3.26%
6 Months
5.71%
4.03%
1 Year
−0.97%
0.70%
3 Years
8.86%
10.01%
5 Years
14.20%
8.40%
Since Inception
14.76%
14.84%
Fund Age
10 yrs 5 mo
7 yrs 10 mo
AUM
₹447.76 Cr
₹2,937.84 Cr
Alpha – 1 Year
−2.83%
−2.28%
Alpha – 3 Years
−3.22%
−1.88%
Information Ratio – 3 Years
0.04
-0.37
Volatility – 1 Year
24.79%
17.90%
Volatility – 3 Years
21.25%
14.65%
Beta – 1 Year
1.35
1.00
Beta – 3 Years
1.20
0.93
Sharpe Ratio – 1 Year
-0.14
-0.18
Sharpe Ratio – 3 Years
0.31
0.35
Worst Rolling Year
-13.00%
7.25%
Value at Worst Rolling Year
₹0.87 Cr
₹1.07 Cr
Deepest Drawdown
−26.06%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.68%
100.00%
Median Rolling Year
19.56%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 58% · M 15% · S 26%
Number of Stocks
32
71
Portfolio P/E
33.69
31.77
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%