Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.57%
4.84%
6 Months
3.80%
7.61%
1 Year
20.95%
−0.76%
3 Years
16.43%
11.28%
5 Years
15.76%
9.58%
Since Inception
14.79%
11.67%
Fund Age
5 yrs 8 mo
7 yrs 11 mo
AUM
₹116.87 Cr
₹12.5 Cr
Alpha – 1 Year
13.41%
−3.74%
Alpha – 3 Years
5.18%
−0.61%
Information Ratio – 3 Years
0.32
-0.06
Volatility – 1 Year
9.08%
20.02%
Volatility – 3 Years
12.28%
16.21%
Beta – 1 Year
0.54
1.05
Beta – 3 Years
0.90
0.91
Sharpe Ratio – 1 Year
1.56
-0.22
Sharpe Ratio – 3 Years
0.88
0.41
Worst Rolling Year
10.68%
8.66%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−18.39%
−24.66%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.68%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
Top 5 Holdings
—
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%