Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
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
0.97%
3.26%
6 Months
6.33%
4.03%
1 Year
−0.99%
0.70%
3 Years
6.26%
10.01%
5 Years
6.47%
8.40%
Since Inception
5.18%
14.84%
Fund Age
19 yrs 5 mo
7 yrs 10 mo
AUM
₹95.89 Cr
₹2,937.84 Cr
Alpha – 1 Year
2.51%
−2.28%
Alpha – 3 Years
−2.73%
−1.88%
Information Ratio – 3 Years
-0.10
-0.37
Volatility – 1 Year
20.93%
17.90%
Volatility – 3 Years
17.77%
14.65%
Beta – 1 Year
1.14
1.00
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
-0.20
-0.18
Sharpe Ratio – 3 Years
0.23
0.35
Worst Rolling Year
-21.50%
7.25%
Value at Worst Rolling Year
₹0.79 Cr
₹1.07 Cr
Deepest Drawdown
−30.66%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
15.22%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 58% · M 15% · S 26%
Number of Stocks
57
71
Portfolio P/E
—
31.77
Top 5 Holdings
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
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 · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%