Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Demeter vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Demeter
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 9.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.18%
0.30%
6 Months
2.87%
26.99%
1 Year
3.77%
26.29%
3 Years
6.69%
27.01%
5 Years
6.74%
—
Since Inception
10.62%
35.84%
Fund Age
12 yrs 1 mo
4 yrs 3 mo
AUM
₹61.33 Cr
₹521.91 Cr
Alpha – 1 Year
−5.66%
28.33%
Alpha – 3 Years
−3.03%
20.36%
Information Ratio – 3 Years
-1.20
—
Volatility – 1 Year
3.14%
31.27%
Volatility – 3 Years
2.07%
25.96%
Beta – 1 Year
-0.20
—
Beta – 3 Years
-0.08
—
Sharpe Ratio – 1 Year
-0.40
0.72
Sharpe Ratio – 3 Years
0.62
0.85
Worst Rolling Year
-3.43%
27.02%
Value at Worst Rolling Year
₹0.97 Cr
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
93 days
1-Year Rolling Windows Positive
99.16%
100.00%
Median Rolling Year
11.58%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
9
49
Portfolio P/E
—
21.17
Top 5 Holdings
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
—
Top Sectors
Others · 92.72%
Government · 7.02%
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—