Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
2.78%
6 Months
8.65%
1.92%
1 Year
14.07%
0.43%
3 Years
8.50%
—
5 Years
7.26%
—
Since Inception
13.68%
6.17%
Fund Age
6 yrs 11 mo
2 yrs 2 mo
AUM
₹234.24 Cr
₹22.98 Cr
Alpha – 1 Year
9.35%
−2.55%
Alpha – 3 Years
−3.59%
—
Information Ratio – 3 Years
-0.32
—
Volatility – 1 Year
17.05%
16.90%
Volatility – 3 Years
19.82%
—
Beta – 1 Year
0.90
0.96
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.55
-0.22
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
4.86%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−34.92%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.62%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 33% · S 39%
L 61% · M 14% · S 21%
Number of Stocks
70
41
Portfolio P/E
29.14
31.26
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
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 · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%