Portfolio Management Services (PMS)Compare Schemes
TRADESWIFT BROKING-MULTI ASSET vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
TRADESWIFT BROKING-MULTI ASSET
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
0.77%
0.30%
6 Months
11.30%
26.99%
1 Year
5.88%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
10.85%
35.84%
Fund Age
2 yrs 5 mo
4 yrs 3 mo
AUM
₹45.96 Cr
₹521.91 Cr
Alpha – 1 Year
−0.98%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.88%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
2.00
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−19.87%
−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 12% · M 4% · S 66%
—
Number of Stocks
39
49
Portfolio P/E
23.43
21.17
Top 5 Holdings
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
—
Top Sectors
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 1%
—