Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
4.84%
6 Months
20.36%
7.61%
1 Year
18.14%
−0.76%
3 Years
21.64%
11.28%
5 Years
16.27%
9.58%
Since Inception
19.97%
11.67%
Fund Age
17 yrs 8 mo
7 yrs 11 mo
AUM
₹5,014.26 Cr
₹12.5 Cr
Alpha – 1 Year
13.42%
−3.74%
Alpha – 3 Years
9.55%
−0.61%
Information Ratio – 3 Years
0.97
-0.06
Volatility – 1 Year
21.97%
20.02%
Volatility – 3 Years
19.06%
16.21%
Beta – 1 Year
1.13
1.05
Beta – 3 Years
1.07
0.91
Sharpe Ratio – 1 Year
0.62
-0.22
Sharpe Ratio – 3 Years
0.85
0.41
Worst Rolling Year
-6.02%
8.66%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−24.55%
−24.66%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 36% · M 30% · S 35%
Number of Stocks
97
15
Portfolio P/E
63.07
35.71
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
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 · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%