Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
0.30%
6 Months
2.99%
26.99%
1 Year
−3.69%
26.29%
3 Years
10.02%
27.01%
5 Years
11.07%
—
Since Inception
15.34%
35.84%
Fund Age
8 yrs 4 mo
4 yrs 3 mo
AUM
₹143.52 Cr
₹521.91 Cr
Alpha – 1 Year
−8.41%
28.33%
Alpha – 3 Years
−2.07%
20.36%
Information Ratio – 3 Years
-0.34
—
Volatility – 1 Year
19.13%
31.27%
Volatility – 3 Years
16.08%
25.96%
Beta – 1 Year
1.05
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
-0.38
0.72
Sharpe Ratio – 3 Years
0.35
0.85
Worst Rolling Year
10.02%
27.02%
Value at Worst Rolling Year
₹1.10 Cr
₹1.27 Cr
Deepest Drawdown
−22.11%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 21% · S 27%
—
Number of Stocks
30
49
Portfolio P/E
35.28
21.17
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
—
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—