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Prabhudas Lilladher - Leap vs White Pine India Emerging Stars Approach
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Prabhudas Lilladher - Leap
White Pine India Emerging Stars Approach
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Growth of
₹1 Crore
Prabhudas Lilladher - Leap
White Pine India Emerging Stars Approach
Since Inception
3Y
1Y
Return for the risk
3Y
1Y
3 yrs return
20%
25%
30%
35%
White Pine India Emerging Stars Approach
27% • vol 26%
20%
30%
40%
Volatility • 3 yrs deviation
Overview
1 Month
7.08%
0.30%
6 Months
—
26.99%
1 Year
—
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
7.03%
35.84%
Fund Age
1 mo
4 yrs 3 mo
AUM
—
₹521.91 Cr
Outerperformance
Alpha – 1 Year
—
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Risk Ratios
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
Consistency
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
L 61% · M 38%
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
Hindustan Copper Ltd · 11.35%
Tata Steel Ltd · 9.97%
Jindal Steel Ltd · 8.85%
Steel Authority of India Ltd · 7.14%
JSW Steel Ltd · 7.02%
—
Top Sectors
—
—
Fees
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—
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