Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
2.78%
6 Months
21.04%
1.92%
1 Year
21.34%
0.43%
3 Years
19.08%
—
5 Years
23.67%
—
Since Inception
—
6.17%
Fund Age
6 yrs 4 mo
2 yrs 2 mo
AUM
₹364.08 Cr
₹22.98 Cr
Alpha – 1 Year
21.69%
−2.55%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
32.28%
16.90%
Volatility – 3 Years
28.08%
—
Beta – 1 Year
1.47
0.96
Beta – 3 Years
1.60
—
Sharpe Ratio – 1 Year
0.58
-0.22
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
15.61%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.98%
−16.17%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.21%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 10%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%