Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.85%
0.30%
6 Months
12.32%
26.99%
1 Year
—
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
13.81%
35.84%
Fund Age
8 mo
4 yrs 3 mo
AUM
₹279.09 Cr
₹521.91 Cr
Alpha – 1 Year
—
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.72
Sharpe Ratio – 3 Years
—
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 35% · M 34% · S 23%
—
Number of Stocks
40
49
Portfolio P/E
19.53
21.17
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
—
Top Sectors
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
—