Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.25%
0.30%
6 Months
15.19%
26.99%
1 Year
3.21%
26.29%
3 Years
19.65%
27.01%
5 Years
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Since Inception
25.09%
35.84%
Fund Age
3 yrs 5 mo
4 yrs 3 mo
AUM
₹4,148.34 Cr
₹521.91 Cr
Alpha – 1 Year
0.23%
28.33%
Alpha – 3 Years
7.77%
20.36%
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
21.54%
31.27%
Volatility – 3 Years
22.15%
25.96%
Beta – 1 Year
1.06
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.01
0.72
Sharpe Ratio – 3 Years
0.68
0.85
Worst Rolling Year
19.49%
27.02%
Value at Worst Rolling Year
₹1.19 Cr
₹1.27 Cr
Deepest Drawdown
−27.91%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 35% · S 37%
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Number of Stocks
26
49
Portfolio P/E
55.82
21.17
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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Top Sectors
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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