Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.26%
6 Months
−5.38%
4.03%
1 Year
−6.70%
0.70%
3 Years
7.98%
10.01%
5 Years
—
8.40%
Since Inception
7.98%
14.84%
Fund Age
2 yrs 11 mo
7 yrs 10 mo
AUM
₹7.31 Cr
₹2,937.84 Cr
Alpha – 1 Year
−6.35%
−2.28%
Alpha – 3 Years
−1.02%
−1.88%
Information Ratio – 3 Years
-0.08
-0.37
Volatility – 1 Year
17.44%
17.90%
Volatility – 3 Years
15.65%
14.65%
Beta – 1 Year
1.08
1.00
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.61
-0.18
Sharpe Ratio – 3 Years
0.22
0.35
Worst Rolling Year
—
7.25%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−21.15%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 58% · M 15% · S 26%
Number of Stocks
66
71
Portfolio P/E
27.03
31.77
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%