Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap 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
1.89%
0.30%
6 Months
6.49%
26.99%
1 Year
7.74%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
3.50%
35.84%
Fund Age
18 mo
4 yrs 3 mo
AUM
₹90.44 Cr
₹521.91 Cr
Alpha – 1 Year
8.09%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.04%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.97
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.21
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−13.86%
−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 40% · M 23% · S 27%
—
Number of Stocks
110
49
Portfolio P/E
36.94
21.17
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
—
Top Sectors
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—