Compare Schemes

Citrus Midcap Marvels vs White Pine India Emerging Stars Approach

Citrus Midcap Marvels

White Pine India Emerging Stars Approach

Add Scheme

Growth of ₹1 Crore

Citrus Midcap Marvels

White Pine India Emerging Stars Approach

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

35%

Nifty 500 · 12.1%

White Pine India Emerging Stars Approach

27% • vol 26%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

−0.33%

0.30%

6 Months

18.87%

26.99%

1 Year

8.88%

26.29%

3 Years

5.83%

27.01%

5 Years

—

Since Inception

5.95%

35.84%

Fund Age

3 yrs

4 yrs 3 mo

AUM

₹34.2 Cr

₹521.91 Cr

Alpha – 1 Year

4.16%

28.33%

Alpha – 3 Years

−6.26%

20.36%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

31.27%

Volatility – 3 Years

—

25.96%

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.72

Sharpe Ratio – 3 Years

—

0.85

Worst Rolling Year

—

27.02%

Value at Worst Rolling Year

—

₹1.27 Cr

Deepest Drawdown

—

−26.38%

Recovery Period

—

93 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

36.88%

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 24% · S 69%

—

Number of Stocks

—

Portfolio P/E

—

21.17

Top 5 Holdings

Jana Small Finance Bank Ltd · 5.14%

Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%

Thyrocare Technologies Ltd · 4.74%

Gokaldas Exports Ltd · 4.70%

PNB Housing Finance Ltd · 4.48%

—

Top Sectors

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.