Portfolio Management Services (PMS)Compare Schemes
White Oak - India Pioneers Equity vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
White Oak - India Pioneers Equity
White Whale - North Star 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%
1.86%
6 Months
4.03%
12.33%
1 Year
0.70%
4.88%
3 Years
10.01%
11.50%
5 Years
8.40%
8.05%
Since Inception
14.84%
12.28%
Fund Age
7 yrs 10 mo
5 yrs 9 mo
AUM
₹2,937.84 Cr
₹65.79 Cr
Alpha – 1 Year
−2.28%
5.23%
Alpha – 3 Years
−1.88%
2.50%
Information Ratio – 3 Years
-0.37
0.20
Volatility – 1 Year
17.90%
22.05%
Volatility – 3 Years
14.65%
16.19%
Beta – 1 Year
1.00
1.25
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
-0.18
0.08
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
7.25%
2.51%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−18.24%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.22%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 15% · S 26%
L 46% · M 9% · S 40%
Number of Stocks
71
16
Portfolio P/E
31.77
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%