Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
4.84%
6 Months
21.04%
7.61%
1 Year
21.34%
−0.76%
3 Years
19.08%
11.28%
5 Years
23.67%
9.58%
Since Inception
—
11.67%
Fund Age
6 yrs 4 mo
7 yrs 11 mo
AUM
₹364.08 Cr
₹12.5 Cr
Alpha – 1 Year
21.69%
−3.74%
Alpha – 3 Years
10.08%
−0.61%
Information Ratio – 3 Years
0.52
-0.06
Volatility – 1 Year
32.28%
20.02%
Volatility – 3 Years
28.08%
16.21%
Beta – 1 Year
1.47
1.05
Beta – 3 Years
1.60
0.91
Sharpe Ratio – 1 Year
0.58
-0.22
Sharpe Ratio – 3 Years
0.57
0.41
Worst Rolling Year
15.61%
8.66%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−31.98%
−24.66%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
Top 5 Holdings
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
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 · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
7.50% / yr
2.50% / yr
Performance Fee / Plan
13% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%