Portfolio Management Services (PMS)Compare Schemes
GREEN PORTFOLIO - The Green Ethical Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
GREEN PORTFOLIO - The Green Ethical Fund
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
3.65%
0.30%
6 Months
36.06%
26.99%
1 Year
18.40%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
10.79%
35.84%
Fund Age
2 yrs 1 mo
4 yrs 3 mo
AUM
₹36.18 Cr
₹521.91 Cr
Alpha – 1 Year
15.42%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.13%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.44
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−21.62%
−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 28% · M 20% · S 30%
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Number of Stocks
41
49
Portfolio P/E
38.26
21.17
Top 5 Holdings
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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Top Sectors
—
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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