Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.63%
0.30%
6 Months
8.65%
26.99%
1 Year
10.66%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
22.10%
35.84%
Fund Age
2 yrs 7 mo
4 yrs 3 mo
AUM
₹374.18 Cr
₹521.91 Cr
Alpha – 1 Year
2.92%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
10.32%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.27
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.50
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−8.56%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 49% · M 41% · S 9%
—
Number of Stocks
37
49
Portfolio P/E
19.24
21.17
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
—
Top Sectors
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—