Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
3.88%
6.39%
1 Year
−7.98%
0.37%
3 Years
11.06%
11.18%
5 Years
10.06%
—
Since Inception
11.56%
4.21%
Fund Age
5 yrs 3 mo
4 yrs 6 mo
AUM
₹106.37 Cr
₹59.82 Cr
Alpha – 1 Year
−10.96%
−2.61%
Alpha – 3 Years
−0.82%
−0.71%
Information Ratio – 3 Years
0.00
0.13
Volatility – 1 Year
16.00%
22.91%
Volatility – 3 Years
17.59%
17.96%
Beta – 1 Year
0.79
1.09
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.78
-0.11
Sharpe Ratio – 3 Years
0.42
0.38
Worst Rolling Year
—
3.87%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−25.26%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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 · 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
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%