Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.44%
0.30%
6 Months
14.84%
26.99%
1 Year
−4.03%
26.29%
3 Years
5.65%
27.01%
5 Years
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—
Since Inception
11.22%
35.84%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
₹83.14 Cr
₹521.91 Cr
Alpha – 1 Year
−3.68%
28.33%
Alpha – 3 Years
−3.35%
20.36%
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
22.60%
31.27%
Volatility – 3 Years
18.97%
25.96%
Beta – 1 Year
1.04
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.31
0.72
Sharpe Ratio – 3 Years
0.11
0.85
Worst Rolling Year
4.98%
27.02%
Value at Worst Rolling Year
₹1.05 Cr
₹1.27 Cr
Deepest Drawdown
−33.20%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 28% · S 60%
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Number of Stocks
27
49
Portfolio P/E
28.70
21.17
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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