Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
0.96%
6.39%
1 Year
14.90%
0.37%
3 Years
14.68%
11.18%
5 Years
10.31%
—
Since Inception
19.96%
4.21%
Fund Age
24 yrs 3 mo
4 yrs 6 mo
AUM
₹757.54 Cr
₹59.82 Cr
Alpha – 1 Year
10.18%
−2.61%
Alpha – 3 Years
2.59%
−0.71%
Information Ratio – 3 Years
0.54
0.13
Volatility – 1 Year
22.77%
22.91%
Volatility – 3 Years
22.88%
17.96%
Beta – 1 Year
1.00
1.09
Beta – 3 Years
1.22
1.01
Sharpe Ratio – 1 Year
0.49
-0.11
Sharpe Ratio – 3 Years
0.49
0.38
Worst Rolling Year
-9.25%
3.87%
Value at Worst Rolling Year
₹0.91 Cr
₹1.04 Cr
Deepest Drawdown
−36.23%
−25.26%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 41% · M 14% · S 34%
L 40% · M 26% · S 33%
Number of Stocks
62
35
Portfolio P/E
36.83
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%