Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
2.78%
6 Months
3.80%
1.92%
1 Year
20.95%
0.43%
3 Years
16.43%
—
5 Years
15.76%
—
Since Inception
14.79%
6.17%
Fund Age
5 yrs 8 mo
2 yrs 2 mo
AUM
₹116.87 Cr
₹22.98 Cr
Alpha – 1 Year
13.41%
−2.55%
Alpha – 3 Years
5.18%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
9.08%
16.90%
Volatility – 3 Years
12.28%
—
Beta – 1 Year
0.54
0.96
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
1.56
-0.22
Sharpe Ratio – 3 Years
0.88
—
Worst Rolling Year
10.68%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.39%
−16.17%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.68%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
Top 5 Holdings
—
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%