Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.08%
0.30%
6 Months
9.19%
26.99%
1 Year
9.02%
26.29%
3 Years
14.71%
27.01%
5 Years
10.31%
—
Since Inception
14.95%
35.84%
Fund Age
7 yrs 10 mo
4 yrs 3 mo
AUM
₹42.73 Cr
₹521.91 Cr
Alpha – 1 Year
4.30%
28.33%
Alpha – 3 Years
2.62%
20.36%
Information Ratio – 3 Years
0.63
—
Volatility – 1 Year
17.52%
31.27%
Volatility – 3 Years
14.89%
25.96%
Beta – 1 Year
0.97
—
Beta – 3 Years
0.92
—
Sharpe Ratio – 1 Year
0.26
0.72
Sharpe Ratio – 3 Years
0.66
0.85
Worst Rolling Year
8.19%
27.02%
Value at Worst Rolling Year
₹1.08 Cr
₹1.27 Cr
Deepest Drawdown
−18.24%
−26.38%
Recovery Period
238 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.27%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 16% · S 37%
—
Number of Stocks
30
49
Portfolio P/E
31.64
21.17
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
—
Top Sectors
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—