Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.26%
6 Months
1.74%
4.03%
1 Year
10.49%
0.70%
3 Years
12.80%
10.01%
5 Years
12.91%
8.40%
Since Inception
15.37%
14.84%
Fund Age
7 yrs 7 mo
7 yrs 10 mo
AUM
₹15.96 Cr
₹2,937.84 Cr
Alpha – 1 Year
10.84%
−2.28%
Alpha – 3 Years
3.80%
−1.88%
Information Ratio – 3 Years
0.47
-0.37
Volatility – 1 Year
19.22%
17.90%
Volatility – 3 Years
17.53%
14.65%
Beta – 1 Year
1.18
1.00
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
0.34
-0.18
Sharpe Ratio – 3 Years
0.48
0.35
Worst Rolling Year
12.46%
7.25%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−19.38%
−18.24%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 58% · M 15% · S 26%
Number of Stocks
38
71
Portfolio P/E
24.65
31.77
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%