Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
20.36%
6.39%
1 Year
18.14%
0.37%
3 Years
21.64%
11.18%
5 Years
16.27%
—
Since Inception
19.97%
4.21%
Fund Age
17 yrs 8 mo
4 yrs 6 mo
AUM
₹5,014.26 Cr
₹59.82 Cr
Alpha – 1 Year
13.42%
−2.61%
Alpha – 3 Years
9.55%
−0.71%
Information Ratio – 3 Years
0.97
0.13
Volatility – 1 Year
21.97%
22.91%
Volatility – 3 Years
19.06%
17.96%
Beta – 1 Year
1.13
1.09
Beta – 3 Years
1.07
1.01
Sharpe Ratio – 1 Year
0.62
-0.11
Sharpe Ratio – 3 Years
0.85
0.38
Worst Rolling Year
-6.02%
3.87%
Value at Worst Rolling Year
₹0.94 Cr
₹1.04 Cr
Deepest Drawdown
−24.55%
−25.26%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 40% · M 26% · S 33%
Number of Stocks
97
35
Portfolio P/E
63.07
45.30
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 · 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 · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
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%