Portfolio Management Services (PMS)Compare Schemes
White Oak - India Pioneers Equity vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
White Oak - India Pioneers Equity
Xylem Maverick Strategy
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%
9.42%
6 Months
4.03%
52.78%
1 Year
0.70%
27.27%
3 Years
10.01%
—
5 Years
8.40%
—
Since Inception
14.84%
23.72%
Fund Age
7 yrs 10 mo
19 mo
AUM
₹2,937.84 Cr
₹71.55 Cr
Alpha – 1 Year
−2.28%
22.55%
Alpha – 3 Years
−1.88%
—
Information Ratio – 3 Years
-0.37
—
Volatility – 1 Year
17.90%
31.93%
Volatility – 3 Years
14.65%
—
Beta – 1 Year
1.00
1.29
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
-0.18
0.74
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
7.25%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−18.24%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 58% · M 15% · S 26%
S 96%
Number of Stocks
71
19
Portfolio P/E
31.77
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%