Portfolio Management Services (PMS)Compare Schemes
Ionic Yield Enhancer Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Ionic Yield Enhancer Strategy
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
0.87%
0.30%
6 Months
5.59%
26.99%
1 Year
10.75%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
11.81%
35.84%
Fund Age
17 mo
4 yrs 3 mo
AUM
₹145.04 Cr
₹521.91 Cr
Alpha – 1 Year
6.28%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
0.88%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.14
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
5.51
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
—
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Market-Cap Mix
—
—
Number of Stocks
20
49
Portfolio P/E
—
21.17
Top 5 Holdings
Keertana Finserv · 17.00%
Earlysalary · 15.00%
Indel Money · 12.00%
UGRO Capital · 7.00%
Manba Finance · 6.00%
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Top Sectors
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / – / –
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