Portfolio Management Services (PMS)Compare Schemes
SBI MF - ESG Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
SBI MF - ESG Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
3.26%
6 Months
18.40%
4.03%
1 Year
9.21%
0.70%
3 Years
13.13%
10.01%
5 Years
13.39%
8.40%
Since Inception
14.83%
14.84%
Fund Age
10 yrs
7 yrs 10 mo
AUM
₹666.2 Cr
₹2,937.84 Cr
Alpha – 1 Year
9.64%
−2.28%
Alpha – 3 Years
4.56%
−1.88%
Information Ratio – 3 Years
0.38
-0.37
Volatility – 1 Year
18.95%
17.90%
Volatility – 3 Years
16.01%
14.65%
Beta – 1 Year
0.98
1.00
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
0.27
-0.18
Sharpe Ratio – 3 Years
0.52
0.35
Worst Rolling Year
-3.31%
7.25%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−20.80%
−18.24%
Recovery Period
109 days
Not yet recovered
1-Year Rolling Windows Positive
96.71%
100.00%
Median Rolling Year
17.72%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 17% · S 66%
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
—
31.77
Top 5 Holdings
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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
—
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)
1% / 0% / 0%
0% / 0% / 0%