Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
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
−1.07%
0.30%
6 Months
1.78%
26.99%
1 Year
5.40%
26.29%
3 Years
8.85%
27.01%
5 Years
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Since Inception
10.06%
35.84%
Fund Age
3 yrs 2 mo
4 yrs 3 mo
AUM
₹6 Cr
₹521.91 Cr
Alpha – 1 Year
0.68%
28.33%
Alpha – 3 Years
−3.24%
20.36%
Information Ratio – 3 Years
-0.36
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Volatility – 1 Year
19.91%
31.27%
Volatility – 3 Years
17.03%
25.96%
Beta – 1 Year
1.12
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.09
0.72
Sharpe Ratio – 3 Years
0.27
0.85
Worst Rolling Year
8.77%
27.02%
Value at Worst Rolling Year
₹1.09 Cr
₹1.27 Cr
Deepest Drawdown
−18.84%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.14%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
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21.17
Top 5 Holdings
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Top Sectors
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Fixed Fee
1.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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