Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.11%
0.30%
6 Months
10.76%
26.99%
1 Year
8.14%
26.29%
3 Years
7.76%
27.01%
5 Years
10.03%
—
Since Inception
11.69%
35.84%
Fund Age
6 yrs 8 mo
4 yrs 3 mo
AUM
₹87.23 Cr
₹521.91 Cr
Alpha – 1 Year
8.57%
28.33%
Alpha – 3 Years
−0.81%
20.36%
Information Ratio – 3 Years
0.02
—
Volatility – 1 Year
23.09%
31.27%
Volatility – 3 Years
18.26%
25.96%
Beta – 1 Year
1.29
—
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.21
0.72
Sharpe Ratio – 3 Years
0.22
0.85
Worst Rolling Year
6.59%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−25.42%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
—
Number of Stocks
41
49
Portfolio P/E
25.23
21.17
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
—
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—