Portfolio Management Services (PMS)Compare Schemes
Equentis Concentrated Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Equentis Concentrated 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
2.11%
0.30%
6 Months
6.51%
26.99%
1 Year
4.40%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
5.71%
35.84%
Fund Age
18 mo
4 yrs 3 mo
AUM
₹24.25 Cr
₹521.91 Cr
Alpha – 1 Year
4.75%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.94%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.93
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.02
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−14.84%
−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
—
—
Market-Cap Mix
L 56% · M 22% · S 19%
—
Number of Stocks
59
49
Portfolio P/E
41.96
21.17
Top 5 Holdings
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
—
Top Sectors
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—