Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
0.30%
6 Months
10.86%
26.99%
1 Year
−4.49%
26.29%
3 Years
22.00%
27.01%
5 Years
21.09%
—
Since Inception
7.35%
35.84%
Fund Age
8 yrs 9 mo
4 yrs 3 mo
AUM
₹1,454.75 Cr
₹521.91 Cr
Alpha – 1 Year
−7.47%
28.33%
Alpha – 3 Years
10.11%
20.36%
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
31.30%
31.27%
Volatility – 3 Years
27.30%
25.96%
Beta – 1 Year
1.42
—
Beta – 3 Years
1.22
—
Sharpe Ratio – 1 Year
-0.18
0.72
Sharpe Ratio – 3 Years
0.66
0.85
Worst Rolling Year
-30.88%
27.02%
Value at Worst Rolling Year
₹0.69 Cr
₹1.27 Cr
Deepest Drawdown
−34.06%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
36.88%
5-Year Rolling Windows Positive
82.61%
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Market-Cap Mix
L 0% · S 88%
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Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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Top Sectors
—
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—