Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
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
1.03%
0.30%
6 Months
6.82%
26.99%
1 Year
3.42%
26.29%
3 Years
13.55%
27.01%
5 Years
9.47%
—
Since Inception
15.08%
35.84%
Fund Age
13 yrs 9 mo
4 yrs 3 mo
AUM
₹319.05 Cr
₹521.91 Cr
Alpha – 1 Year
0.44%
28.33%
Alpha – 3 Years
1.66%
20.36%
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
13.79%
31.27%
Volatility – 3 Years
15.92%
25.96%
Beta – 1 Year
0.75
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.08
0.72
Sharpe Ratio – 3 Years
0.53
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−20.24%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 12% · S 18%
—
Number of Stocks
49
49
Portfolio P/E
33.08
21.17
Top 5 Holdings
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
—
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—