Portfolio Management Services (PMS)Compare Schemes
Purnartha One Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Purnartha One 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
−1.07%
0.30%
6 Months
4.90%
26.99%
1 Year
8.20%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
8.35%
35.84%
Fund Age
2 yrs 11 mo
4 yrs 3 mo
AUM
₹5.79 Cr
₹521.91 Cr
Alpha – 1 Year
1.34%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
14.87%
31.27%
Volatility – 3 Years
11.97%
25.96%
Beta – 1 Year
1.50
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.25
0.72
Sharpe Ratio – 3 Years
0.34
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−10.35%
−26.38%
Recovery Period
92 days
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 23% · M 8% · S 15%
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Number of Stocks
—
49
Portfolio P/E
20.01
21.17
Top 5 Holdings
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
20% of profit, above 25%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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