Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
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
−0.50%
0.30%
6 Months
10.26%
26.99%
1 Year
20.10%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
21.53%
35.84%
Fund Age
18 mo
4 yrs 3 mo
AUM
₹79.16 Cr
₹521.91 Cr
Alpha – 1 Year
17.12%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.85
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−14.77%
−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 8% · M 7% · S 61%
—
Number of Stocks
66
49
Portfolio P/E
52.54
21.17
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—