Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 5.5%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.24%
0.30%
6 Months
7.09%
26.99%
1 Year
17.57%
26.29%
3 Years
20.39%
27.01%
5 Years
—
—
Since Inception
19.75%
35.84%
Fund Age
4 yrs 2 mo
4 yrs 3 mo
AUM
₹49.8 Cr
₹521.91 Cr
Alpha – 1 Year
16.32%
28.33%
Alpha – 3 Years
14.92%
20.36%
Information Ratio – 3 Years
1.66
—
Volatility – 1 Year
7.36%
31.27%
Volatility – 3 Years
8.69%
25.96%
Beta – 1 Year
1.50
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
1.55
0.72
Sharpe Ratio – 3 Years
1.63
0.85
Worst Rolling Year
18.51%
27.02%
Value at Worst Rolling Year
₹1.19 Cr
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
—
21.17
Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
15% of profit, above 15%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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