Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
3.26%
6 Months
25.32%
4.03%
1 Year
18.21%
0.70%
3 Years
32.70%
10.01%
5 Years
23.63%
8.40%
Since Inception
28.38%
14.84%
Fund Age
7 yrs 10 mo
7 yrs 10 mo
AUM
₹8,686.39 Cr
₹2,937.84 Cr
Alpha – 1 Year
13.49%
−2.28%
Alpha – 3 Years
20.61%
−1.88%
Information Ratio – 3 Years
1.92
-0.37
Volatility – 1 Year
22.97%
17.90%
Volatility – 3 Years
19.40%
14.65%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
0.98
0.93
Sharpe Ratio – 1 Year
0.61
-0.18
Sharpe Ratio – 3 Years
1.30
0.35
Worst Rolling Year
17.00%
7.25%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−22.23%
−18.24%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.47%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 58% · M 15% · S 26%
Number of Stocks
43
71
Portfolio P/E
62.25
31.77
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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)
2% / 0% / 0%
0% / 0% / 0%