Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
4.84%
6 Months
5.61%
7.61%
1 Year
10.19%
−0.76%
3 Years
9.70%
11.28%
5 Years
7.80%
9.58%
Since Inception
13.10%
11.67%
Fund Age
14 yrs 11 mo
7 yrs 11 mo
AUM
₹88.88 Cr
₹12.5 Cr
Alpha – 1 Year
10.54%
−3.74%
Alpha – 3 Years
0.70%
−0.61%
Information Ratio – 3 Years
0.00
-0.06
Volatility – 1 Year
15.04%
20.02%
Volatility – 3 Years
14.30%
16.21%
Beta – 1 Year
0.87
1.05
Beta – 3 Years
0.96
0.91
Sharpe Ratio – 1 Year
0.37
-0.22
Sharpe Ratio – 3 Years
0.35
0.41
Worst Rolling Year
4.17%
8.66%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−20.16%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 36% · M 30% · S 35%
Number of Stocks
37
15
Portfolio P/E
—
35.71
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%