Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
4.84%
6 Months
9.46%
7.61%
1 Year
17.52%
−0.76%
3 Years
14.28%
11.28%
5 Years
9.02%
9.58%
Since Inception
12.49%
11.67%
Fund Age
5 yrs 11 mo
7 yrs 11 mo
AUM
₹1,633.45 Cr
₹12.5 Cr
Alpha – 1 Year
12.80%
−3.74%
Alpha – 3 Years
2.19%
−0.61%
Information Ratio – 3 Years
0.28
-0.06
Volatility – 1 Year
23.87%
20.02%
Volatility – 3 Years
18.97%
16.21%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
1.06
0.91
Sharpe Ratio – 1 Year
0.57
-0.22
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
7.21%
8.66%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−20.29%
−24.66%
Recovery Period
549 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
24.05
35.71
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%