Portfolio Management Services (PMS)Compare Schemes
Spark - Flexicap vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Spark - Flexicap
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.91%
0.30%
6 Months
−6.35%
26.99%
1 Year
3.05%
26.29%
3 Years
10.74%
27.01%
5 Years
13.00%
—
Since Inception
14.74%
35.84%
Fund Age
7 yrs 8 mo
4 yrs 3 mo
AUM
₹460.92 Cr
₹521.91 Cr
Alpha – 1 Year
3.40%
28.33%
Alpha – 3 Years
1.74%
20.36%
Information Ratio – 3 Years
0.33
—
Volatility – 1 Year
15.87%
31.27%
Volatility – 3 Years
14.99%
25.96%
Beta – 1 Year
0.95
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.07
0.72
Sharpe Ratio – 3 Years
0.41
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
—
−26.38%
Recovery Period
—
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
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Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
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Top Sectors
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Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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