Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
SMC Global - Growth
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.80%
3.26%
6 Months
20.03%
4.03%
1 Year
17.27%
0.70%
3 Years
12.81%
10.01%
5 Years
11.98%
8.40%
Since Inception
14.70%
14.84%
Fund Age
6 yrs 10 mo
7 yrs 10 mo
AUM
₹201.68 Cr
₹2,937.84 Cr
Alpha – 1 Year
12.55%
−2.28%
Alpha – 3 Years
0.73%
−1.88%
Information Ratio – 3 Years
0.15
-0.37
Volatility – 1 Year
22.73%
17.90%
Volatility – 3 Years
20.11%
14.65%
Beta – 1 Year
1.17
1.00
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.58
-0.18
Sharpe Ratio – 3 Years
0.44
0.35
Worst Rolling Year
7.98%
7.25%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−25.65%
−18.24%
Recovery Period
520 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.09%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 4% · S 49%
L 58% · M 15% · S 26%
Number of Stocks
24
71
Portfolio P/E
29.51
31.77
Top 5 Holdings
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
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 · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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)
3% / 2% / 1%
0% / 0% / 0%