Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.61%
0.30%
6 Months
4.03%
26.99%
1 Year
4.49%
26.29%
3 Years
14.35%
27.01%
5 Years
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Since Inception
16.62%
35.84%
Fund Age
4 yrs
4 yrs 3 mo
AUM
₹303 Cr
₹521.91 Cr
Alpha – 1 Year
4.92%
28.33%
Alpha – 3 Years
5.78%
20.36%
Information Ratio – 3 Years
1.15
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Volatility – 1 Year
16.32%
31.27%
Volatility – 3 Years
14.15%
25.96%
Beta – 1 Year
0.98
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
0.72
Sharpe Ratio – 3 Years
0.64
0.85
Worst Rolling Year
14.36%
27.02%
Value at Worst Rolling Year
₹1.14 Cr
₹1.27 Cr
Deepest Drawdown
−16.17%
−26.38%
Recovery Period
245 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
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21.17
Top 5 Holdings
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Top Sectors
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Fixed Fee
0.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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