Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Long Term Growth vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Long Term 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
7.49%
4.84%
6 Months
27.88%
7.61%
1 Year
29.03%
−0.76%
3 Years
18.18%
11.28%
5 Years
15.45%
9.58%
Since Inception
16.74%
11.67%
Fund Age
10 yrs 9 mo
7 yrs 11 mo
AUM
₹245.99 Cr
₹12.5 Cr
Alpha – 1 Year
24.31%
−3.74%
Alpha – 3 Years
6.09%
−0.61%
Information Ratio – 3 Years
0.49
-0.06
Volatility – 1 Year
21.97%
20.02%
Volatility – 3 Years
17.89%
16.21%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
1.03
-0.22
Sharpe Ratio – 3 Years
0.70
0.41
Worst Rolling Year
1.53%
8.66%
Value at Worst Rolling Year
₹1.02 Cr
₹1.09 Cr
Deepest Drawdown
−20.27%
−24.66%
Recovery Period
205 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.98%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 36% · M 27% · S 36%
L 36% · M 30% · S 35%
Number of Stocks
44
15
Portfolio P/E
69.76
35.71
Top 5 Holdings
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
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 · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%