Portfolio Management Services (PMS)Compare Schemes
JM Financial - The Opportunistic vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
JM Financial - The Opportunistic
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.65%
0.30%
6 Months
21.60%
26.99%
1 Year
21.16%
26.29%
3 Years
24.80%
27.01%
5 Years
17.88%
—
Since Inception
9.69%
35.84%
Fund Age
9 yrs 2 mo
4 yrs 3 mo
AUM
₹10.09 Cr
₹521.91 Cr
Alpha – 1 Year
18.18%
28.33%
Alpha – 3 Years
12.91%
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
1.87%
31.27%
Volatility – 3 Years
1.87%
25.96%
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
16.58
0.72
Sharpe Ratio – 3 Years
16.58
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
L 33% · M 13% · S 49%
—
Number of Stocks
22
49
Portfolio P/E
38.25
21.17
Top 5 Holdings
—
—
Top Sectors
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—