Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Purnartha One Strategy
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.07%
2.78%
6 Months
4.90%
1.92%
1 Year
8.20%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
8.35%
6.17%
Fund Age
2 yrs 11 mo
2 yrs 2 mo
AUM
₹5.79 Cr
₹22.98 Cr
Alpha – 1 Year
1.34%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.87%
16.90%
Volatility – 3 Years
11.97%
—
Beta – 1 Year
1.50
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.25
-0.22
Sharpe Ratio – 3 Years
0.34
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.35%
−16.17%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 15%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
20.01
31.26
Top 5 Holdings
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%