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Anand Rathi Advisors - Flexicap Strategy vs White Pine India Emerging Stars Approach

Anand Rathi Advisors - Flexicap Strategy

White Pine India Emerging Stars Approach

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Growth of ₹1 Crore

Anand Rathi Advisors - Flexicap Strategy

White Pine India Emerging Stars Approach

Return for the risk

3 yrs return

20%

25%

30%

35%

White Pine India Emerging Stars Approach

27% • vol 26%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

0.69%

0.30%

6 Months

5.44%

26.99%

1 Year

8.55%

26.29%

3 Years

—

27.01%

5 Years

—

Since Inception

13.60%

35.84%

Fund Age

2 yrs 9 mo

4 yrs 3 mo

AUM

₹1.41 Cr

₹521.91 Cr

Alpha – 1 Year

3.83%

28.33%

Alpha – 3 Years

—

20.36%

Information Ratio – 3 Years

—

Volatility – 1 Year

17.87%

31.27%

Volatility – 3 Years

—

25.96%

Beta – 1 Year

1.03

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.27

0.72

Sharpe Ratio – 3 Years

—

0.85

Worst Rolling Year

—

27.02%

Value at Worst Rolling Year

—

₹1.27 Cr

Deepest Drawdown

−13.69%

−26.38%

Recovery Period

Not yet recovered

93 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

36.88%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

Portfolio P/E

—

21.17

Top 5 Holdings

Quant Large Cap Fund - Direct (G) · 9.92%

DSP Large & Mid Cap Fund - Direct (G) · 9.68%

HDFC Flexi Cap Fund - Direct (G) · 8.28%

Invesco India Smal Cap Fund - Direct (G) · 7.47%

ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%

—

Top Sectors

—

Fixed Fee

1.10% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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