Portfolio Management Services (PMS)Compare Schemes
White Oak India Select Equity Portfolio vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
White Oak India Select Equity Portfolio
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.84%
5.53%
6 Months
7.61%
38.90%
1 Year
−0.76%
27.55%
3 Years
11.28%
—
5 Years
9.58%
—
Since Inception
11.67%
21.65%
Fund Age
7 yrs 11 mo
1 yr 10 mo
AUM
₹12.5 Cr
₹5.18 Cr
Alpha – 1 Year
−3.74%
27.90%
Alpha – 3 Years
−0.61%
—
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
20.02%
23.94%
Volatility – 3 Years
16.21%
—
Beta – 1 Year
1.05
1.08
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.22
0.91
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
8.66%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−24.66%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.96%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 36% · M 30% · S 35%
M 19% · S 76%
Number of Stocks
15
13
Portfolio P/E
35.71
64.30
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%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%