Portfolio Management Services (PMS)Compare Schemes
White Oak - India Pioneers Equity vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
White Oak - India Pioneers Equity
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.26%
3.42%
6 Months
4.03%
2.89%
1 Year
0.70%
2.59%
3 Years
10.01%
10.39%
5 Years
8.40%
8.86%
Since Inception
14.84%
11.13%
Fund Age
7 yrs 10 mo
5 yrs 6 mo
AUM
₹2,937.84 Cr
₹63.54 Cr
Alpha – 1 Year
−2.28%
−0.39%
Alpha – 3 Years
−1.88%
−1.50%
Information Ratio – 3 Years
-0.37
-0.34
Volatility – 1 Year
17.90%
16.68%
Volatility – 3 Years
14.65%
13.79%
Beta – 1 Year
1.00
0.95
Beta – 3 Years
0.93
0.88
Sharpe Ratio – 1 Year
-0.18
-0.09
Sharpe Ratio – 3 Years
0.35
0.40
Worst Rolling Year
7.25%
6.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−18.24%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.22%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 15% · S 26%
L 69% · M 25% · S 5%
Number of Stocks
71
40
Portfolio P/E
31.77
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%