Portfolio Management Services (PMS)Compare Schemes
Fort Capital -Dynamic vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Fort Capital -Dynamic
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
1.01%
0.30%
6 Months
9.13%
26.99%
1 Year
14.46%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
18.87%
35.84%
Fund Age
2 yrs 7 mo
4 yrs 3 mo
AUM
₹204.29 Cr
₹521.91 Cr
Alpha – 1 Year
14.81%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.18%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.54
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−16.11%
−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 66% · M 1% · S 30%
—
Number of Stocks
68
49
Portfolio P/E
33.26
21.17
Top 5 Holdings
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
—
Top Sectors
Financial Services · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
—
Fixed Fee
1.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—