Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
31.65%
2.89%
1 Year
26.47%
2.59%
3 Years
18.72%
10.39%
5 Years
16.28%
8.86%
Since Inception
14.51%
11.13%
Fund Age
10 yrs 10 mo
5 yrs 6 mo
AUM
₹423.36 Cr
₹63.54 Cr
Alpha – 1 Year
21.75%
−0.39%
Alpha – 3 Years
6.63%
−1.50%
Information Ratio – 3 Years
0.36
-0.34
Volatility – 1 Year
28.25%
16.68%
Volatility – 3 Years
24.90%
13.79%
Beta – 1 Year
1.32
0.95
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.78
-0.09
Sharpe Ratio – 3 Years
0.60
0.40
Worst Rolling Year
-5.98%
6.98%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−31.67%
−15.31%
Recovery Period
492 days
227 days
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 69% · M 25% · S 5%
Number of Stocks
62
40
Portfolio P/E
61.63
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%