Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
SMC Global - Growth
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.80%
4.84%
6 Months
20.03%
7.61%
1 Year
17.27%
−0.76%
3 Years
12.81%
11.28%
5 Years
11.98%
9.58%
Since Inception
14.70%
11.67%
Fund Age
6 yrs 10 mo
7 yrs 11 mo
AUM
₹201.68 Cr
₹12.5 Cr
Alpha – 1 Year
12.55%
−3.74%
Alpha – 3 Years
0.73%
−0.61%
Information Ratio – 3 Years
0.15
-0.06
Volatility – 1 Year
22.73%
20.02%
Volatility – 3 Years
20.11%
16.21%
Beta – 1 Year
1.17
1.05
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
0.58
-0.22
Sharpe Ratio – 3 Years
0.44
0.41
Worst Rolling Year
7.98%
8.66%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−25.65%
−24.66%
Recovery Period
520 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.09%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 4% · S 49%
L 36% · M 30% · S 35%
Number of Stocks
24
15
Portfolio P/E
29.51
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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)
3% / 2% / 1%
0% / 0% / 0%