Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
3.26%
6 Months
0.96%
4.03%
1 Year
14.90%
0.70%
3 Years
14.68%
10.01%
5 Years
10.31%
8.40%
Since Inception
19.96%
14.84%
Fund Age
24 yrs 3 mo
7 yrs 10 mo
AUM
₹757.54 Cr
₹2,937.84 Cr
Alpha – 1 Year
10.18%
−2.28%
Alpha – 3 Years
2.59%
−1.88%
Information Ratio – 3 Years
0.54
-0.37
Volatility – 1 Year
22.77%
17.90%
Volatility – 3 Years
22.88%
14.65%
Beta – 1 Year
1.00
1.00
Beta – 3 Years
1.22
0.93
Sharpe Ratio – 1 Year
0.49
-0.18
Sharpe Ratio – 3 Years
0.49
0.35
Worst Rolling Year
-9.25%
7.25%
Value at Worst Rolling Year
₹0.91 Cr
₹1.07 Cr
Deepest Drawdown
−36.23%
−18.24%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 58% · M 15% · S 26%
Number of Stocks
62
71
Portfolio P/E
36.83
31.77
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%