Portfolio Management Services (PMS)Compare Schemes
Shriram Future GEMS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Shriram Future GEMS
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
2.93%
0.30%
6 Months
1.59%
26.99%
1 Year
25.48%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
30.29%
35.84%
Fund Age
18 mo
4 yrs 3 mo
AUM
₹0.8 Cr
₹521.91 Cr
Alpha – 1 Year
25.83%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.88%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.86
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.13
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−15.67%
−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
—
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—