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Profusion Multi Strategy PMS vs White Pine India Emerging Stars Approach

Profusion Multi Strategy PMS

White Pine India Emerging Stars Approach

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Growth of ₹1 Crore

Profusion Multi Strategy PMS

White Pine India Emerging Stars Approach

Return for the risk

3 yrs return

20%

25%

30%

35%

White Pine India Emerging Stars Approach

27% • vol 26%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

0.32%

0.30%

6 Months

4.47%

26.99%

1 Year

−9.70%

26.29%

3 Years

—

27.01%

5 Years

—

Since Inception

13.40%

35.84%

Fund Age

2 yrs 8 mo

4 yrs 3 mo

AUM

₹11.72 Cr

₹521.91 Cr

Alpha – 1 Year

−4.20%

28.33%

Alpha – 3 Years

—

20.36%

Information Ratio – 3 Years

—

Volatility – 1 Year

9.16%

31.27%

Volatility – 3 Years

—

25.96%

Beta – 1 Year

0.51

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-1.67

0.72

Sharpe Ratio – 3 Years

—

0.85

Worst Rolling Year

—

27.02%

Value at Worst Rolling Year

—

₹1.27 Cr

Deepest Drawdown

−14.15%

−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 17% · M 21% · S 9%

—

Number of Stocks

—

Portfolio P/E

—

21.17

Top 5 Holdings

Grasim Industries Ltd · 5.70%

Karnataka Bank Ltd · 4.60%

Mahindra & Mahindra Ltd · 4.50%

Piramal Enterprises Limited · 3.80%

Karur Vysya Bank Ltd · 3.80%

—

Top Sectors

Financial Services · 14.50%

Construction Materials · 7.40%

Automobile and Auto Components · 4.50%

—

Fixed Fee

1.00% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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