Portfolio Management Services (PMS)Compare Schemes
White Oak - India Pioneers Equity vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
White Oak - India Pioneers Equity
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.26%
4.84%
6 Months
4.03%
7.61%
1 Year
0.70%
−0.76%
3 Years
10.01%
11.28%
5 Years
8.40%
9.58%
Since Inception
14.84%
11.67%
Fund Age
7 yrs 10 mo
7 yrs 11 mo
AUM
₹2,937.84 Cr
₹12.5 Cr
Alpha – 1 Year
−2.28%
−3.74%
Alpha – 3 Years
−1.88%
−0.61%
Information Ratio – 3 Years
-0.37
-0.06
Volatility – 1 Year
17.90%
20.02%
Volatility – 3 Years
14.65%
16.21%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
-0.18
-0.22
Sharpe Ratio – 3 Years
0.35
0.41
Worst Rolling Year
7.25%
8.66%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−18.24%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.22%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 15% · S 26%
L 36% · M 30% · S 35%
Number of Stocks
71
15
Portfolio P/E
31.77
35.71
Top 5 Holdings
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%
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 · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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)
0% / 0% / 0%
0% / 0% / 0%