Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
ASK - IEP
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%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.25%
0.30%
6 Months
−4.32%
26.99%
1 Year
−3.76%
26.29%
3 Years
4.26%
27.01%
5 Years
5.30%
—
Since Inception
15.06%
35.84%
Fund Age
16 yrs 6 mo
4 yrs 3 mo
AUM
₹6,178.21 Cr
₹521.91 Cr
Alpha – 1 Year
−6.74%
28.33%
Alpha – 3 Years
−7.62%
20.36%
Information Ratio – 3 Years
-1.54
—
Volatility – 1 Year
17.92%
31.27%
Volatility – 3 Years
14.61%
25.96%
Beta – 1 Year
0.98
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.43
0.72
Sharpe Ratio – 3 Years
-0.01
0.85
Worst Rolling Year
-1.02%
27.02%
Value at Worst Rolling Year
₹0.99 Cr
₹1.27 Cr
Deepest Drawdown
−20.59%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 27% · S 20%
—
Number of Stocks
34
49
Portfolio P/E
33.48
21.17
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
—
Top Sectors
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 1%
—