Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
3.26%
6 Months
31.65%
4.03%
1 Year
26.47%
0.70%
3 Years
18.72%
10.01%
5 Years
16.28%
8.40%
Since Inception
14.51%
14.84%
Fund Age
10 yrs 10 mo
7 yrs 10 mo
AUM
₹423.36 Cr
₹2,937.84 Cr
Alpha – 1 Year
21.75%
−2.28%
Alpha – 3 Years
6.63%
−1.88%
Information Ratio – 3 Years
0.36
-0.37
Volatility – 1 Year
28.25%
17.90%
Volatility – 3 Years
24.90%
14.65%
Beta – 1 Year
1.32
1.00
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.78
-0.18
Sharpe Ratio – 3 Years
0.60
0.35
Worst Rolling Year
-5.98%
7.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−31.67%
−18.24%
Recovery Period
492 days
Not yet recovered
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 58% · M 15% · S 26%
Number of Stocks
62
71
Portfolio P/E
61.63
31.77
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%