Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.94%
0.30%
6 Months
19.15%
26.99%
1 Year
14.85%
26.29%
3 Years
14.64%
27.01%
5 Years
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Since Inception
15.52%
35.84%
Fund Age
3 yrs 3 mo
4 yrs 3 mo
AUM
₹213.16 Cr
₹521.91 Cr
Alpha – 1 Year
10.13%
28.33%
Alpha – 3 Years
2.55%
20.36%
Information Ratio – 3 Years
0.17
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Volatility – 1 Year
28.62%
31.27%
Volatility – 3 Years
24.62%
25.96%
Beta – 1 Year
1.48
—
Beta – 3 Years
1.33
—
Sharpe Ratio – 1 Year
0.43
0.72
Sharpe Ratio – 3 Years
0.46
0.85
Worst Rolling Year
12.87%
27.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.27 Cr
Deepest Drawdown
−26.40%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
33
49
Portfolio P/E
—
21.17
Top 5 Holdings
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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