Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
4.84%
6 Months
0.51%
7.61%
1 Year
12.01%
−0.76%
3 Years
12.45%
11.28%
5 Years
—
9.58%
Since Inception
12.40%
11.67%
Fund Age
3 yrs
7 yrs 11 mo
AUM
₹22.7 Cr
₹12.5 Cr
Alpha – 1 Year
12.36%
−3.74%
Alpha – 3 Years
3.45%
−0.61%
Information Ratio – 3 Years
0.50
-0.06
Volatility – 1 Year
19.89%
20.02%
Volatility – 3 Years
17.57%
16.21%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.20
0.91
Sharpe Ratio – 1 Year
0.40
-0.22
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
12.43%
8.66%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−26.54%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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 · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%