Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.53%
0.30%
6 Months
8.20%
26.99%
1 Year
10.87%
26.29%
3 Years
16.09%
27.01%
5 Years
14.49%
—
Since Inception
9.93%
35.84%
Fund Age
8 yrs 9 mo
4 yrs 3 mo
AUM
₹64.23 Cr
₹521.91 Cr
Alpha – 1 Year
7.11%
28.33%
Alpha – 3 Years
5.20%
20.36%
Information Ratio – 3 Years
0.63
—
Volatility – 1 Year
21.13%
31.27%
Volatility – 3 Years
19.82%
25.96%
Beta – 1 Year
1.16
—
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
0.72
Sharpe Ratio – 3 Years
0.59
0.85
Worst Rolling Year
-6.69%
27.02%
Value at Worst Rolling Year
₹0.93 Cr
₹1.27 Cr
Deepest Drawdown
−22.93%
−26.38%
Recovery Period
496 days
93 days
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 25% · M 25% · S 42%
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Number of Stocks
42
49
Portfolio P/E
23.92
21.17
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 1% / –
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