Portfolio Management Services (PMS)Compare Schemes
GEOJIT-BEACON PORTFOLIO vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
GEOJIT-BEACON 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
−2.85%
0.30%
6 Months
4.89%
26.99%
1 Year
5.63%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
−3.63%
35.84%
Fund Age
2 yrs 1 mo
4 yrs 3 mo
AUM
₹189.12 Cr
₹521.91 Cr
Alpha – 1 Year
0.91%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
23.99%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.32
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−16.68%
−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 19% · M 8% · S 71%
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Number of Stocks
28
49
Portfolio P/E
—
21.17
Top 5 Holdings
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
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Top Sectors
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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