Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
6.33%
2.89%
1 Year
−0.99%
2.59%
3 Years
6.26%
10.39%
5 Years
6.47%
8.86%
Since Inception
5.18%
11.13%
Fund Age
19 yrs 5 mo
5 yrs 6 mo
AUM
₹95.89 Cr
₹63.54 Cr
Alpha – 1 Year
2.51%
−0.39%
Alpha – 3 Years
−2.73%
−1.50%
Information Ratio – 3 Years
-0.10
-0.34
Volatility – 1 Year
20.93%
16.68%
Volatility – 3 Years
17.77%
13.79%
Beta – 1 Year
1.14
0.95
Beta – 3 Years
1.05
0.88
Sharpe Ratio – 1 Year
-0.20
-0.09
Sharpe Ratio – 3 Years
0.23
0.40
Worst Rolling Year
-21.50%
6.98%
Value at Worst Rolling Year
₹0.79 Cr
₹1.07 Cr
Deepest Drawdown
−30.66%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
74.63%
100.00%
Median Rolling Year
10.39%
12.50%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 69% · M 25% · S 5%
Number of Stocks
57
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%