Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
0.51%
1.92%
1 Year
12.01%
0.43%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
6.17%
Fund Age
3 yrs
2 yrs 2 mo
AUM
₹22.7 Cr
₹22.98 Cr
Alpha – 1 Year
12.36%
−2.55%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
16.90%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
0.96
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
-0.22
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
L 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%