Portfolio Management Services (PMS)Compare Schemes
SHREE SMART MARKET PLAN vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
SHREE SMART MARKET PLAN
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
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
—
—
Since Inception
8.72%
35.84%
Fund Age
4 yrs 3 mo
4 yrs 3 mo
AUM
₹53.49 Cr
₹521.91 Cr
Alpha – 1 Year
0.69%
28.33%
Alpha – 3 Years
−3.33%
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.93%
31.27%
Volatility – 3 Years
23.60%
25.96%
Beta – 1 Year
1.08
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
0.72
Sharpe Ratio – 3 Years
0.67
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−13.25%
−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
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—
Market-Cap Mix
—
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—