Portfolio Management Services (PMS)Compare Schemes
Core Value Strategy-Concentrated Option vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Core Value Strategy-Concentrated Option
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.00%
0.30%
6 Months
4.68%
26.99%
1 Year
1.87%
26.29%
3 Years
11.50%
27.01%
5 Years
11.18%
—
Since Inception
13.51%
35.84%
Fund Age
7 yrs 4 mo
4 yrs 3 mo
AUM
₹149.25 Cr
₹521.91 Cr
Alpha – 1 Year
−2.85%
28.33%
Alpha – 3 Years
−0.59%
20.36%
Information Ratio – 3 Years
-0.25
—
Volatility – 1 Year
19.19%
31.27%
Volatility – 3 Years
15.31%
25.96%
Beta – 1 Year
1.06
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
-0.09
0.72
Sharpe Ratio – 3 Years
0.39
0.85
Worst Rolling Year
9.38%
27.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.27 Cr
Deepest Drawdown
−17.52%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.16%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 61% · M 17% · S 18%
—
Number of Stocks
15
49
Portfolio P/E
23.26
21.17
Top 5 Holdings
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
—
Top Sectors
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—