Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
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
5.09%
0.30%
6 Months
12.77%
26.99%
1 Year
18.71%
26.29%
3 Years
16.31%
27.01%
5 Years
16.50%
—
Since Inception
12.31%
35.84%
Fund Age
20 yrs 2 mo
4 yrs 3 mo
AUM
₹81.03 Cr
₹521.91 Cr
Alpha – 1 Year
13.99%
28.33%
Alpha – 3 Years
4.22%
20.36%
Information Ratio – 3 Years
0.46
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Volatility – 1 Year
18.60%
31.27%
Volatility – 3 Years
18.73%
25.96%
Beta – 1 Year
0.98
—
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
0.73
0.72
Sharpe Ratio – 3 Years
0.63
0.85
Worst Rolling Year
-17.65%
27.02%
Value at Worst Rolling Year
₹0.82 Cr
₹1.27 Cr
Deepest Drawdown
−25.73%
−26.38%
Recovery Period
498 days
93 days
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
36.88%
5-Year Rolling Windows Positive
86.34%
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Market-Cap Mix
L 18% · M 28% · S 49%
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Number of Stocks
23
49
Portfolio P/E
43.00
21.17
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
—
Top Sectors
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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