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Dezerv Equity Revival Strategy vs White Pine India Emerging Stars Approach
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Dezerv Equity Revival Strategy
White Pine India Emerging Stars Approach
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Growth of
₹1 Crore
Dezerv Equity Revival Strategy
White Pine India Emerging Stars Approach
Since Inception
3Y
1Y
Return for the risk
3Y
1Y
3 yrs return
5%
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
Overview
1 Month
0.80%
0.30%
6 Months
2.16%
26.99%
1 Year
5.26%
26.29%
3 Years
13.42%
27.01%
5 Years
—
—
Since Inception
16.57%
35.84%
Fund Age
4 yrs 4 mo
4 yrs 3 mo
AUM
₹7,112.14 Cr
₹521.91 Cr
Outerperformance
Alpha – 1 Year
0.54%
28.33%
Alpha – 3 Years
1.33%
20.36%
Information Ratio – 3 Years
—
—
Risk Ratios
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
Consistency
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—
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