Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
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
2.98%
0.30%
6 Months
−0.13%
26.99%
1 Year
−2.80%
26.29%
3 Years
13.20%
27.01%
5 Years
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Since Inception
13.51%
35.84%
Fund Age
3 yrs 8 mo
4 yrs 3 mo
AUM
₹30.6 Cr
₹521.91 Cr
Alpha – 1 Year
−5.78%
28.33%
Alpha – 3 Years
1.30%
20.36%
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
16.62%
31.27%
Volatility – 3 Years
16.99%
25.96%
Beta – 1 Year
0.93
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.42
0.72
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
13.00%
27.02%
Value at Worst Rolling Year
₹1.13 Cr
₹1.27 Cr
Deepest Drawdown
−20.23%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 44% · M 26% · S 17%
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Number of Stocks
24
49
Portfolio P/E
32.10
21.17
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
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Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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