Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 10.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.81%
0.30%
6 Months
1.04%
26.99%
1 Year
0.26%
26.29%
3 Years
5.24%
27.01%
5 Years
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Since Inception
8.72%
35.84%
Fund Age
3 yrs 3 mo
4 yrs 3 mo
AUM
₹10.49 Cr
₹521.91 Cr
Alpha – 1 Year
−5.71%
28.33%
Alpha – 3 Years
−5.66%
20.36%
Information Ratio – 3 Years
-0.42
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Volatility – 1 Year
12.03%
31.27%
Volatility – 3 Years
9.92%
25.96%
Beta – 1 Year
1.11
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
-0.37
0.72
Sharpe Ratio – 3 Years
0.02
0.85
Worst Rolling Year
4.93%
27.02%
Value at Worst Rolling Year
₹1.05 Cr
₹1.27 Cr
Deepest Drawdown
−12.18%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.41%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
—
21.17
Top 5 Holdings
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Top Sectors
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Fixed Fee
1.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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