Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.84%
0.30%
6 Months
−7.36%
26.99%
1 Year
−4.21%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
−4.18%
35.84%
Fund Age
12 mo
4 yrs 3 mo
AUM
₹139.3 Cr
₹521.91 Cr
Alpha – 1 Year
−3.78%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.33%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.01
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−16.12%
−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
L 76% · M 10% · S 10%
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Number of Stocks
15
49
Portfolio P/E
28.49
21.17
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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Top Sectors
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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