Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.05%
4.84%
6 Months
16.92%
7.61%
1 Year
10.56%
−0.76%
3 Years
6.67%
11.28%
5 Years
7.52%
9.58%
Since Inception
10.84%
11.67%
Fund Age
8 yrs 8 mo
7 yrs 11 mo
AUM
₹10.35 Cr
₹12.5 Cr
Alpha – 1 Year
5.86%
−3.74%
Alpha – 3 Years
−4.55%
−0.61%
Information Ratio – 3 Years
-0.70
-0.06
Volatility – 1 Year
20.12%
20.02%
Volatility – 3 Years
17.20%
16.21%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.33
-0.22
Sharpe Ratio – 3 Years
0.11
0.41
Worst Rolling Year
4.20%
8.66%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−24.72%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
L 36% · M 30% · S 35%
Number of Stocks
21
15
Portfolio P/E
51.26
35.71
Top 5 Holdings
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
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
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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)
0% / 0% / 0%
0% / 0% / 0%