Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
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
3.69%
0.30%
6 Months
8.66%
26.99%
1 Year
4.44%
26.29%
3 Years
14.48%
27.01%
5 Years
8.94%
—
Since Inception
14.23%
35.84%
Fund Age
18 yrs 11 mo
4 yrs 3 mo
AUM
₹4,562.38 Cr
₹521.91 Cr
Alpha – 1 Year
1.46%
28.33%
Alpha – 3 Years
2.60%
20.36%
Information Ratio – 3 Years
0.08
—
Volatility – 1 Year
20.33%
31.27%
Volatility – 3 Years
19.22%
25.96%
Beta – 1 Year
1.12
—
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.00
0.72
Sharpe Ratio – 3 Years
0.51
0.85
Worst Rolling Year
-6.78%
27.02%
Value at Worst Rolling Year
₹0.93 Cr
₹1.27 Cr
Deepest Drawdown
−26.97%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 16% · M 42% · S 38%
—
Number of Stocks
33
49
Portfolio P/E
40.71
21.17
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
—
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—