Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
4.84%
6 Months
6.33%
7.61%
1 Year
−0.99%
−0.76%
3 Years
6.26%
11.28%
5 Years
6.47%
9.58%
Since Inception
5.18%
11.67%
Fund Age
19 yrs 5 mo
7 yrs 11 mo
AUM
₹95.89 Cr
₹12.5 Cr
Alpha – 1 Year
2.51%
−3.74%
Alpha – 3 Years
−2.73%
−0.61%
Information Ratio – 3 Years
-0.10
-0.06
Volatility – 1 Year
20.93%
20.02%
Volatility – 3 Years
17.77%
16.21%
Beta – 1 Year
1.14
1.05
Beta – 3 Years
1.05
0.91
Sharpe Ratio – 1 Year
-0.20
-0.22
Sharpe Ratio – 3 Years
0.23
0.41
Worst Rolling Year
-21.50%
8.66%
Value at Worst Rolling Year
₹0.79 Cr
₹1.09 Cr
Deepest Drawdown
−30.66%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
14.96%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 36% · M 30% · S 35%
Number of Stocks
57
15
Portfolio P/E
—
35.71
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 · 9.52%
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 · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%