Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
25.32%
1.92%
1 Year
18.21%
0.43%
3 Years
32.70%
—
5 Years
23.63%
—
Since Inception
28.38%
6.17%
Fund Age
7 yrs 10 mo
2 yrs 2 mo
AUM
₹8,686.39 Cr
₹22.98 Cr
Alpha – 1 Year
13.49%
−2.55%
Alpha – 3 Years
20.61%
—
Information Ratio – 3 Years
1.92
—
Volatility – 1 Year
22.97%
16.90%
Volatility – 3 Years
19.40%
—
Beta – 1 Year
1.12
0.96
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.61
-0.22
Sharpe Ratio – 3 Years
1.30
—
Worst Rolling Year
17.00%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−22.23%
−16.17%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
30.47%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 30% · S 25%
L 61% · M 14% · S 21%
Number of Stocks
43
41
Portfolio P/E
62.25
31.26
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%