Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.26%
0.30%
6 Months
4.25%
26.99%
1 Year
−3.44%
26.29%
3 Years
9.79%
27.01%
5 Years
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—
Since Inception
10.87%
35.84%
Fund Age
3 yrs
4 yrs 3 mo
AUM
₹15.27 Cr
₹521.91 Cr
Alpha – 1 Year
−3.09%
28.33%
Alpha – 3 Years
0.79%
20.36%
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
22.93%
31.27%
Volatility – 3 Years
21.19%
25.96%
Beta – 1 Year
1.23
—
Beta – 3 Years
1.16
—
Sharpe Ratio – 1 Year
-0.28
0.72
Sharpe Ratio – 3 Years
0.30
0.85
Worst Rolling Year
9.80%
27.02%
Value at Worst Rolling Year
₹1.10 Cr
₹1.27 Cr
Deepest Drawdown
−27.79%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 0% · S 97%
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Number of Stocks
46
49
Portfolio P/E
22.80
21.17
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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Top Sectors
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
20% of profit, above 12%
—
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
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