Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
4.84%
6 Months
31.65%
7.61%
1 Year
26.47%
−0.76%
3 Years
18.72%
11.28%
5 Years
16.28%
9.58%
Since Inception
14.51%
11.67%
Fund Age
10 yrs 10 mo
7 yrs 11 mo
AUM
₹423.36 Cr
₹12.5 Cr
Alpha – 1 Year
21.75%
−3.74%
Alpha – 3 Years
6.63%
−0.61%
Information Ratio – 3 Years
0.36
-0.06
Volatility – 1 Year
28.25%
20.02%
Volatility – 3 Years
24.90%
16.21%
Beta – 1 Year
1.32
1.05
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
0.78
-0.22
Sharpe Ratio – 3 Years
0.60
0.41
Worst Rolling Year
-5.98%
8.66%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−31.67%
−24.66%
Recovery Period
492 days
Not yet recovered
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 36% · M 30% · S 35%
Number of Stocks
62
15
Portfolio P/E
61.63
35.71
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 · 9.52%
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 · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%