Compare Schemes

Omni Captains vs White Pine India Emerging Stars Approach

Omni Captains

White Pine India Emerging Stars Approach

Add Scheme

Growth of ₹1 Crore

Omni Captains

White Pine India Emerging Stars Approach

Return for the risk

3 yrs return

20%

25%

30%

35%

White Pine India Emerging Stars Approach

27% • vol 26%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

−1.52%

0.30%

6 Months

1.67%

26.99%

1 Year

—

26.29%

3 Years

—

27.01%

5 Years

—

Since Inception

2.75%

35.84%

Fund Age

8 mo

4 yrs 3 mo

AUM

₹0.5 Cr

₹521.91 Cr

Alpha – 1 Year

—

28.33%

Alpha – 3 Years

—

20.36%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

31.27%

Volatility – 3 Years

—

25.96%

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.72

Sharpe Ratio – 3 Years

—

0.85

Worst Rolling Year

—

27.02%

Value at Worst Rolling Year

—

₹1.27 Cr

Deepest Drawdown

—

−26.38%

Recovery Period

—

93 days

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

36.88%

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 53% · M 28% · S 20%

—

Number of Stocks

Portfolio P/E

8.80

21.17

Top 5 Holdings

HDFC Bank Ltd · 5.50%

Rites Ltd · 3.94%

Bank of Baroda · 3.94%

PNB Housing Finance Ltd · 3.94%

NLC India Ltd · 3.94%

—

Top Sectors

Financial Services · 76.38%

Capital Goods · 7.88%

Construction · 7.88%

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.