Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.23%
0.30%
6 Months
7.97%
26.99%
1 Year
6.21%
26.29%
3 Years
12.78%
27.01%
5 Years
14.19%
—
Since Inception
16.41%
35.84%
Fund Age
7 yrs 3 mo
4 yrs 3 mo
AUM
₹115.97 Cr
₹521.91 Cr
Alpha – 1 Year
1.49%
28.33%
Alpha – 3 Years
0.69%
20.36%
Information Ratio – 3 Years
0.20
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Volatility – 1 Year
15.75%
31.27%
Volatility – 3 Years
15.69%
25.96%
Beta – 1 Year
0.82
—
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
0.12
0.72
Sharpe Ratio – 3 Years
0.51
0.85
Worst Rolling Year
11.84%
27.02%
Value at Worst Rolling Year
₹1.12 Cr
₹1.27 Cr
Deepest Drawdown
−23.37%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
35
49
Portfolio P/E
—
21.17
Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
1.00% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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