Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
ASK-DRP
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.89%
0.30%
6 Months
−1.27%
26.99%
1 Year
2.67%
26.29%
3 Years
6.64%
27.01%
5 Years
7.83%
—
Since Inception
10.74%
35.84%
Fund Age
8 yrs 1 mo
4 yrs 3 mo
AUM
₹495.64 Cr
₹521.91 Cr
Alpha – 1 Year
−0.31%
28.33%
Alpha – 3 Years
−5.24%
20.36%
Information Ratio – 3 Years
-0.72
—
Volatility – 1 Year
17.10%
31.27%
Volatility – 3 Years
16.45%
25.96%
Beta – 1 Year
0.95
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.08
0.72
Sharpe Ratio – 3 Years
0.14
0.85
Worst Rolling Year
6.09%
27.02%
Value at Worst Rolling Year
₹1.06 Cr
₹1.27 Cr
Deepest Drawdown
−22.30%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 62% · M 31% · S 6%
—
Number of Stocks
26
49
Portfolio P/E
31.96
21.17
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
—
Top Sectors
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—