Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
4.84%
6 Months
1.74%
7.61%
1 Year
10.49%
−0.76%
3 Years
12.80%
11.28%
5 Years
12.91%
9.58%
Since Inception
15.37%
11.67%
Fund Age
7 yrs 7 mo
7 yrs 11 mo
AUM
₹15.96 Cr
₹12.5 Cr
Alpha – 1 Year
10.84%
−3.74%
Alpha – 3 Years
3.80%
−0.61%
Information Ratio – 3 Years
0.47
-0.06
Volatility – 1 Year
19.22%
20.02%
Volatility – 3 Years
17.53%
16.21%
Beta – 1 Year
1.18
1.05
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
0.34
-0.22
Sharpe Ratio – 3 Years
0.48
0.41
Worst Rolling Year
12.46%
8.66%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−19.38%
−24.66%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 36% · M 30% · S 35%
Number of Stocks
38
15
Portfolio P/E
24.65
35.71
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 · 9.52%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%