Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.49%
0.30%
6 Months
9.46%
26.99%
1 Year
17.52%
26.29%
3 Years
14.28%
27.01%
5 Years
9.02%
—
Since Inception
12.49%
35.84%
Fund Age
5 yrs 11 mo
4 yrs 3 mo
AUM
₹1,633.45 Cr
₹521.91 Cr
Alpha – 1 Year
12.80%
28.33%
Alpha – 3 Years
2.19%
20.36%
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.87%
31.27%
Volatility – 3 Years
18.97%
25.96%
Beta – 1 Year
1.12
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.57
0.72
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
7.21%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−20.29%
−26.38%
Recovery Period
549 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 14% · M 11% · S 40%
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Number of Stocks
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49
Portfolio P/E
24.05
21.17
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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Top Sectors
—
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
20% of profit, above 25%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—