Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
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
2.75%
0.30%
6 Months
26.95%
26.99%
1 Year
13.12%
26.29%
3 Years
17.80%
27.01%
5 Years
15.04%
—
Since Inception
22.70%
35.84%
Fund Age
8 yrs
4 yrs 3 mo
AUM
₹357.26 Cr
₹521.91 Cr
Alpha – 1 Year
10.14%
28.33%
Alpha – 3 Years
5.90%
20.36%
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
31.27%
Volatility – 3 Years
25.45%
25.96%
Beta – 1 Year
1.68
—
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
0.72
Sharpe Ratio – 3 Years
0.56
0.85
Worst Rolling Year
11.19%
27.02%
Value at Worst Rolling Year
₹1.11 Cr
₹1.27 Cr
Deepest Drawdown
−26.50%
−26.38%
Recovery Period
80 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 7% · M 19% · S 59%
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Number of Stocks
42
49
Portfolio P/E
42.01
21.17
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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Top Sectors
—
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—