Portfolio Management Services (PMS)Compare Schemes
Fort Capital - Value Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Fort Capital - Value Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.09%
0.30%
6 Months
20.56%
26.99%
1 Year
20.29%
26.29%
3 Years
11.79%
27.01%
5 Years
16.62%
—
Since Inception
15.84%
35.84%
Fund Age
7 yrs 11 mo
4 yrs 3 mo
AUM
₹12.5 Cr
₹521.91 Cr
Alpha – 1 Year
15.57%
28.33%
Alpha – 3 Years
−0.30%
20.36%
Information Ratio – 3 Years
-0.02
—
Volatility – 1 Year
23.44%
31.27%
Volatility – 3 Years
21.14%
25.96%
Beta – 1 Year
1.18
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.68
0.72
Sharpe Ratio – 3 Years
0.39
0.85
Worst Rolling Year
9.17%
27.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.27 Cr
Deepest Drawdown
−24.97%
−26.38%
Recovery Period
470 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.65%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 93%
—
Number of Stocks
28
49
Portfolio P/E
21.42
21.17
Top 5 Holdings
—
—
Top Sectors
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—