Portfolio Management Services (PMS)Compare Schemes
White Oak - India Pioneers Equity vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
White Oak - India Pioneers Equity
Wright Factor Fund
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%
10.96%
6 Months
4.03%
14.84%
1 Year
0.70%
16.93%
3 Years
10.01%
—
5 Years
8.40%
—
Since Inception
14.84%
20.33%
Fund Age
7 yrs 10 mo
3 yrs
AUM
₹2,937.84 Cr
₹214.05 Cr
Alpha – 1 Year
−2.28%
12.21%
Alpha – 3 Years
−1.88%
—
Information Ratio – 3 Years
-0.37
0.51
Volatility – 1 Year
17.90%
22.29%
Volatility – 3 Years
14.65%
21.03%
Beta – 1 Year
1.00
0.97
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
-0.18
0.57
Sharpe Ratio – 3 Years
0.35
0.72
Worst Rolling Year
7.25%
18.92%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−18.24%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.22%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 58% · M 15% · S 26%
L 12% · M 21% · S 55%
Number of Stocks
71
25
Portfolio P/E
31.77
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%