Portfolio Management Services (PMS)Compare Schemes
Scient - Aries vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Scient - Aries
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 9.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.96%
3.26%
6 Months
−5.85%
4.03%
1 Year
1.08%
0.70%
3 Years
1.92%
10.01%
5 Years
1.54%
8.40%
Since Inception
4.73%
14.84%
Fund Age
9 yrs 11 mo
7 yrs 10 mo
AUM
₹4.85 Cr
₹2,937.84 Cr
Alpha – 1 Year
−8.50%
−2.28%
Alpha – 3 Years
−7.97%
−1.88%
Information Ratio – 3 Years
—
-0.37
Volatility – 1 Year
9.90%
17.90%
Volatility – 3 Years
26.17%
14.65%
Beta – 1 Year
—
1.00
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.53
-0.18
Sharpe Ratio – 3 Years
0.01
0.35
Worst Rolling Year
2.80%
7.25%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−28.72%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.18%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
—
31.77
Top 5 Holdings
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%