Portfolio Management Services (PMS)Compare Schemes
Emkay SMID Cap Growth Engine Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Emkay SMID Cap Growth Engine Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.20%
0.30%
6 Months
13.72%
26.99%
1 Year
3.07%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
−0.94%
35.84%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹136.71 Cr
₹521.91 Cr
Alpha – 1 Year
−1.65%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.76%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.44
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−22.05%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
M 20% · S 80%
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Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
—
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