Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
Nifty 500 · -5.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.32%
2.78%
6 Months
4.47%
1.92%
1 Year
−9.70%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
6.17%
Fund Age
2 yrs 8 mo
2 yrs 2 mo
AUM
₹11.72 Cr
₹22.98 Cr
Alpha – 1 Year
−4.20%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%