Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
2.78%
6 Months
14.84%
1.92%
1 Year
−4.03%
0.43%
3 Years
5.65%
—
5 Years
—
—
Since Inception
11.22%
6.17%
Fund Age
3 yrs 7 mo
2 yrs 2 mo
AUM
₹83.14 Cr
₹22.98 Cr
Alpha – 1 Year
−3.68%
−2.55%
Alpha – 3 Years
−3.35%
—
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
22.60%
16.90%
Volatility – 3 Years
18.97%
—
Beta – 1 Year
1.04
0.96
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.31
-0.22
Sharpe Ratio – 3 Years
0.11
—
Worst Rolling Year
4.98%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−33.20%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.75%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 28% · S 60%
L 61% · M 14% · S 21%
Number of Stocks
27
41
Portfolio P/E
28.70
31.26
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%