Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
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
1.02%
0.30%
6 Months
20.43%
26.99%
1 Year
14.98%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
20.69%
35.84%
Fund Age
2 yrs 8 mo
4 yrs 3 mo
AUM
₹320.35 Cr
₹521.91 Cr
Alpha – 1 Year
12.00%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.24%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.26
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−12.04%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
—
Number of Stocks
29
49
Portfolio P/E
40.22
21.17
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
—
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—