Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
4.84%
6 Months
3.88%
7.61%
1 Year
−7.98%
−0.76%
3 Years
11.06%
11.28%
5 Years
10.06%
9.58%
Since Inception
11.56%
11.67%
Fund Age
5 yrs 3 mo
7 yrs 11 mo
AUM
₹106.37 Cr
₹12.5 Cr
Alpha – 1 Year
−10.96%
−3.74%
Alpha – 3 Years
−0.82%
−0.61%
Information Ratio – 3 Years
0.00
-0.06
Volatility – 1 Year
16.00%
20.02%
Volatility – 3 Years
17.59%
16.21%
Beta – 1 Year
0.79
1.05
Beta – 3 Years
0.97
0.91
Sharpe Ratio – 1 Year
-0.78
-0.22
Sharpe Ratio – 3 Years
0.42
0.41
Worst Rolling Year
—
8.66%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−24.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%