Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
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
4.17%
0.30%
6 Months
19.62%
26.99%
1 Year
12.19%
26.29%
3 Years
23.51%
27.01%
5 Years
13.96%
—
Since Inception
23.13%
35.84%
Fund Age
6 yrs 7 mo
4 yrs 3 mo
AUM
₹2,332.81 Cr
₹521.91 Cr
Alpha – 1 Year
9.21%
28.33%
Alpha – 3 Years
11.63%
20.36%
Information Ratio – 3 Years
0.83
—
Volatility – 1 Year
26.11%
31.27%
Volatility – 3 Years
21.82%
25.96%
Beta – 1 Year
1.32
—
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
0.72
Sharpe Ratio – 3 Years
0.83
0.85
Worst Rolling Year
12.50%
27.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.27 Cr
Deepest Drawdown
−24.27%
−26.38%
Recovery Period
461 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
—
Number of Stocks
33
49
Portfolio P/E
52.72
21.17
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
—
Top Sectors
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—