Portfolio Management Services (PMS)Compare Schemes
Capgrow - Special Situations vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Capgrow - Special Situations
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
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
10.00%
26.99%
1 Year
−1.96%
26.29%
3 Years
9.82%
27.01%
5 Years
10.88%
—
Since Inception
15.88%
35.84%
Fund Age
7 yrs 9 mo
4 yrs 3 mo
AUM
₹132.34 Cr
₹521.91 Cr
Alpha – 1 Year
−4.94%
28.33%
Alpha – 3 Years
−2.07%
20.36%
Information Ratio – 3 Years
-0.27
—
Volatility – 1 Year
23.02%
31.27%
Volatility – 3 Years
21.53%
25.96%
Beta – 1 Year
1.20
—
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.20
0.72
Sharpe Ratio – 3 Years
0.32
0.85
Worst Rolling Year
9.15%
27.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.27 Cr
Deepest Drawdown
−28.98%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.31%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 10% · M 2% · S 86%
—
Number of Stocks
59
49
Portfolio P/E
—
21.17
Top 5 Holdings
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
—
Top Sectors
Financial Services · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—