Portfolio Management Services (PMS)Compare Schemes
White Oak India Select Equity Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
White Oak India Select Equity Portfolio
WhiteOak Capital Business 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
4.84%
3.42%
6 Months
7.61%
2.89%
1 Year
−0.76%
2.59%
3 Years
11.28%
10.39%
5 Years
9.58%
8.86%
Since Inception
11.67%
11.13%
Fund Age
7 yrs 11 mo
5 yrs 6 mo
AUM
₹12.5 Cr
₹63.54 Cr
Alpha – 1 Year
−3.74%
−0.39%
Alpha – 3 Years
−0.61%
−1.50%
Information Ratio – 3 Years
-0.06
-0.34
Volatility – 1 Year
20.02%
16.68%
Volatility – 3 Years
16.21%
13.79%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
0.91
0.88
Sharpe Ratio – 1 Year
-0.22
-0.09
Sharpe Ratio – 3 Years
0.41
0.40
Worst Rolling Year
8.66%
6.98%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−24.66%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.96%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 36% · M 30% · S 35%
L 69% · M 25% · S 5%
Number of Stocks
15
40
Portfolio P/E
35.71
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%