Portfolio Management Services (PMS)Compare Schemes
White Oak India Select Equity Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
White Oak India Select Equity Portfolio
Xylem Maverick Strategy
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%
9.42%
6 Months
7.61%
52.78%
1 Year
−0.76%
27.27%
3 Years
11.28%
—
5 Years
9.58%
—
Since Inception
11.67%
23.72%
Fund Age
7 yrs 11 mo
19 mo
AUM
₹12.5 Cr
₹71.55 Cr
Alpha – 1 Year
−3.74%
22.55%
Alpha – 3 Years
−0.61%
—
Information Ratio – 3 Years
-0.06
—
Volatility – 1 Year
20.02%
31.93%
Volatility – 3 Years
16.21%
—
Beta – 1 Year
1.05
1.29
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.22
0.74
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
8.66%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−24.66%
−27.01%
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%
S 96%
Number of Stocks
15
19
Portfolio P/E
35.71
39.65
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%
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 · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%