Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.80%
2.78%
6 Months
7.35%
1.92%
1 Year
9.59%
0.43%
3 Years
7.90%
—
5 Years
12.07%
—
Since Inception
14.25%
6.17%
Fund Age
13 yrs 1 mo
2 yrs 2 mo
AUM
₹106.28 Cr
₹22.98 Cr
Alpha – 1 Year
9.94%
−2.55%
Alpha – 3 Years
−1.10%
—
Information Ratio – 3 Years
-0.12
—
Volatility – 1 Year
15.58%
16.90%
Volatility – 3 Years
14.39%
—
Beta – 1 Year
0.83
0.96
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.33
-0.22
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-8.02%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−19.54%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.28%
—
Median Rolling Year
11.54%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 40% · S 18%
L 61% · M 14% · S 21%
Number of Stocks
25
41
Portfolio P/E
34.00
31.26
Top 5 Holdings
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
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 · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
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)
3% / 2% / 1%
0% / 0% / 0%