Portfolio Management Services (PMS)Compare Schemes
White Oak - India Pioneers Equity vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
White Oak - India Pioneers Equity
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
4.03%
6.39%
1 Year
0.70%
0.37%
3 Years
10.01%
11.18%
5 Years
8.40%
—
Since Inception
14.84%
4.21%
Fund Age
7 yrs 10 mo
4 yrs 6 mo
AUM
₹2,937.84 Cr
₹59.82 Cr
Alpha – 1 Year
−2.28%
−2.61%
Alpha – 3 Years
−1.88%
−0.71%
Information Ratio – 3 Years
-0.37
0.13
Volatility – 1 Year
17.90%
22.91%
Volatility – 3 Years
14.65%
17.96%
Beta – 1 Year
1.00
1.09
Beta – 3 Years
0.93
1.01
Sharpe Ratio – 1 Year
-0.18
-0.11
Sharpe Ratio – 3 Years
0.35
0.38
Worst Rolling Year
7.25%
3.87%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−18.24%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.22%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 58% · M 15% · S 26%
L 40% · M 26% · S 33%
Number of Stocks
71
35
Portfolio P/E
31.77
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%