Portfolio Management Services (PMS)Compare Schemes
White Oak - India Pioneers Equity vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
White Oak - India Pioneers Equity
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.26%
0.30%
6 Months
4.03%
26.99%
1 Year
0.70%
26.29%
3 Years
10.01%
27.01%
5 Years
8.40%
—
Since Inception
14.84%
35.84%
Fund Age
7 yrs 10 mo
4 yrs 3 mo
AUM
₹2,937.84 Cr
₹521.91 Cr
Alpha – 1 Year
−2.28%
28.33%
Alpha – 3 Years
−1.88%
20.36%
Information Ratio – 3 Years
-0.37
—
Volatility – 1 Year
17.90%
31.27%
Volatility – 3 Years
14.65%
25.96%
Beta – 1 Year
1.00
—
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.18
0.72
Sharpe Ratio – 3 Years
0.35
0.85
Worst Rolling Year
7.25%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−18.24%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.22%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 58% · M 15% · S 26%
—
Number of Stocks
71
49
Portfolio P/E
31.77
21.17
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%
—
Top Sectors
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—