Portfolio Management Services (PMS)Compare Schemes
White Oak India Select Equity Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
White Oak India Select Equity Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.84%
0.30%
6 Months
7.61%
26.99%
1 Year
−0.76%
26.29%
3 Years
11.28%
27.01%
5 Years
9.58%
—
Since Inception
11.67%
35.84%
Fund Age
7 yrs 11 mo
4 yrs 3 mo
AUM
₹12.5 Cr
₹521.91 Cr
Alpha – 1 Year
−3.74%
28.33%
Alpha – 3 Years
−0.61%
20.36%
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
20.02%
31.27%
Volatility – 3 Years
16.21%
25.96%
Beta – 1 Year
1.05
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.22
0.72
Sharpe Ratio – 3 Years
0.41
0.85
Worst Rolling Year
8.66%
27.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.27 Cr
Deepest Drawdown
−24.66%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.96%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 36% · M 30% · S 35%
—
Number of Stocks
15
49
Portfolio P/E
35.71
21.17
Top 5 Holdings
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
—
Top Sectors
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—