Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.64%
0.30%
6 Months
21.51%
26.99%
1 Year
15.87%
26.29%
3 Years
14.38%
27.01%
5 Years
17.96%
—
Since Inception
16.82%
35.84%
Fund Age
8 yrs 9 mo
4 yrs 3 mo
AUM
₹1,503.25 Cr
₹521.91 Cr
Alpha – 1 Year
11.15%
28.33%
Alpha – 3 Years
2.29%
20.36%
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
31.27%
Volatility – 3 Years
22.70%
25.96%
Beta – 1 Year
1.48
—
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
0.72
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
1.64%
27.02%
Value at Worst Rolling Year
₹1.02 Cr
₹1.27 Cr
Deepest Drawdown
−24.39%
−26.38%
Recovery Period
122 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
49
Portfolio P/E
—
21.17
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
—
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—