Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.82%
0.30%
6 Months
2.65%
26.99%
1 Year
10.76%
26.29%
3 Years
12.77%
27.01%
5 Years
14.58%
—
Since Inception
17.50%
35.84%
Fund Age
7 yrs 7 mo
4 yrs 3 mo
AUM
₹83.87 Cr
₹521.91 Cr
Alpha – 1 Year
11.11%
28.33%
Alpha – 3 Years
3.77%
20.36%
Information Ratio – 3 Years
0.46
—
Volatility – 1 Year
18.53%
31.27%
Volatility – 3 Years
17.03%
25.96%
Beta – 1 Year
1.11
—
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.36
0.72
Sharpe Ratio – 3 Years
0.48
0.85
Worst Rolling Year
12.58%
27.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.27 Cr
Deepest Drawdown
−20.55%
−26.38%
Recovery Period
518 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 54% · M 18% · S 28%
—
Number of Stocks
51
49
Portfolio P/E
23.77
21.17
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
—
Top Sectors
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—