Portfolio Management Services (PMS)Compare Schemes
Systamatix - Dynamic Investment vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Systamatix - Dynamic Investment
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.60%
0.30%
6 Months
26.61%
26.99%
1 Year
33.69%
26.29%
3 Years
25.74%
27.01%
5 Years
21.83%
—
Since Inception
—
35.84%
Fund Age
8 yrs 4 mo
4 yrs 3 mo
AUM
₹158.52 Cr
₹521.91 Cr
Alpha – 1 Year
29.93%
28.33%
Alpha – 3 Years
14.85%
20.36%
Information Ratio – 3 Years
1.52
—
Volatility – 1 Year
19.82%
31.27%
Volatility – 3 Years
19.44%
25.96%
Beta – 1 Year
1.03
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
1.29
0.72
Sharpe Ratio – 3 Years
1.16
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
L 31% · M 28% · S 38%
—
Number of Stocks
20
49
Portfolio P/E
—
21.17
Top 5 Holdings
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—