Portfolio Management Services (PMS)Compare Schemes
WhiteOak Capital Research Select Equity vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
WhiteOak Capital Research Select Equity
Xylem Maverick Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.78%
9.42%
6 Months
1.92%
52.78%
1 Year
0.43%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
6.17%
23.72%
Fund Age
2 yrs 2 mo
19 mo
AUM
₹22.98 Cr
₹71.55 Cr
Alpha – 1 Year
−2.55%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.90%
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.96
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.22
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.17%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 14% · S 21%
S 96%
Number of Stocks
41
19
Portfolio P/E
31.26
39.65
Top 5 Holdings
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
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 · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%