Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.02%
0.30%
6 Months
5.63%
26.99%
1 Year
4.60%
26.29%
3 Years
14.51%
27.01%
5 Years
12.90%
—
Since Inception
19.56%
35.84%
Fund Age
6 yrs 4 mo
4 yrs 3 mo
AUM
₹1,566.43 Cr
₹521.91 Cr
Alpha – 1 Year
1.62%
28.33%
Alpha – 3 Years
2.62%
20.36%
Information Ratio – 3 Years
0.58
—
Volatility – 1 Year
21.65%
31.27%
Volatility – 3 Years
16.64%
25.96%
Beta – 1 Year
1.18
—
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.06
0.72
Sharpe Ratio – 3 Years
0.58
0.85
Worst Rolling Year
12.32%
27.02%
Value at Worst Rolling Year
₹1.12 Cr
₹1.27 Cr
Deepest Drawdown
−20.60%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.14%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 41% · M 24% · S 29%
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Number of Stocks
42
49
Portfolio P/E
—
21.17
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—