Portfolio Management Services (PMS)Compare Schemes
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
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
1.52%
0.30%
6 Months
17.08%
26.99%
1 Year
3.81%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
7.25%
35.84%
Fund Age
2 yrs 4 mo
4 yrs 3 mo
AUM
₹129.96 Cr
₹521.91 Cr
Alpha – 1 Year
−0.91%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.22%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.11
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.03
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
33
49
Portfolio P/E
36.26
21.17
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—