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ProfitGate Classic Compounders Equity Strategy vs White Pine India Emerging Stars Approach

ProfitGate Classic Compounders Equity Strategy
White Pine India Emerging Stars Approach
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Growth of ₹1 Crore
ProfitGate Classic Compounders Equity 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
6.18%
0.30%
6 Months
11.87%
26.99%
1 Year
10.80%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
15.20%
35.84%
Fund Age
3 yrs
4 yrs 3 mo
AUM
₹683.44 Cr
₹521.91 Cr
Alpha – 1 Year
6.08%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.88%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.09
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.33
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
—
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—
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