Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.23%
4.84%
6 Months
0.96%
7.61%
1 Year
14.90%
−0.76%
3 Years
14.68%
11.28%
5 Years
10.31%
9.58%
Since Inception
19.96%
11.67%
Fund Age
24 yrs 3 mo
7 yrs 11 mo
AUM
₹757.54 Cr
₹12.5 Cr
Alpha – 1 Year
10.18%
−3.74%
Alpha – 3 Years
2.59%
−0.61%
Information Ratio – 3 Years
0.54
-0.06
Volatility – 1 Year
22.77%
20.02%
Volatility – 3 Years
22.88%
16.21%
Beta – 1 Year
1.00
1.05
Beta – 3 Years
1.22
0.91
Sharpe Ratio – 1 Year
0.49
-0.22
Sharpe Ratio – 3 Years
0.49
0.41
Worst Rolling Year
-9.25%
8.66%
Value at Worst Rolling Year
₹0.91 Cr
₹1.09 Cr
Deepest Drawdown
−36.23%
−24.66%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 36% · M 30% · S 35%
Number of Stocks
62
15
Portfolio P/E
36.83
35.71
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 · 9.52%
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%