Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
4.84%
6 Months
25.32%
7.61%
1 Year
18.21%
−0.76%
3 Years
32.70%
11.28%
5 Years
23.63%
9.58%
Since Inception
28.38%
11.67%
Fund Age
7 yrs 10 mo
7 yrs 11 mo
AUM
₹8,686.39 Cr
₹12.5 Cr
Alpha – 1 Year
13.49%
−3.74%
Alpha – 3 Years
20.61%
−0.61%
Information Ratio – 3 Years
1.92
-0.06
Volatility – 1 Year
22.97%
20.02%
Volatility – 3 Years
19.40%
16.21%
Beta – 1 Year
1.12
1.05
Beta – 3 Years
0.98
0.91
Sharpe Ratio – 1 Year
0.61
-0.22
Sharpe Ratio – 3 Years
1.30
0.41
Worst Rolling Year
17.00%
8.66%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−22.23%
−24.66%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.47%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 36% · M 30% · S 35%
Number of Stocks
43
15
Portfolio P/E
62.25
35.71
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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)
2% / 0% / 0%
0% / 0% / 0%