Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
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
4.64%
0.30%
6 Months
20.32%
26.99%
1 Year
29.93%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
15.24%
35.84%
Fund Age
1 yr 9 mo
4 yrs 3 mo
AUM
₹3.17 Cr
₹521.91 Cr
Alpha – 1 Year
25.21%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.54%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.19
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.97
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−12.48%
−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
L 28% · M 19% · S 50%
—
Number of Stocks
36
49
Portfolio P/E
71.00
21.17
Top 5 Holdings
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
—
Top Sectors
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—