Portfolio Management Services (PMS)Compare Schemes
True-Equity Factor Quant vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
True-Equity Factor Quant
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.09%
0.30%
6 Months
3.47%
26.99%
1 Year
−3.80%
26.29%
3 Years
11.26%
27.01%
5 Years
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Since Inception
13.40%
35.84%
Fund Age
3 yrs 11 mo
4 yrs 3 mo
AUM
₹143.29 Cr
₹521.91 Cr
Alpha – 1 Year
−6.78%
28.33%
Alpha – 3 Years
−0.63%
20.36%
Information Ratio – 3 Years
-0.10
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Volatility – 1 Year
15.14%
31.27%
Volatility – 3 Years
16.91%
25.96%
Beta – 1 Year
0.83
—
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
-0.54
0.72
Sharpe Ratio – 3 Years
0.40
0.85
Worst Rolling Year
11.18%
27.02%
Value at Worst Rolling Year
₹1.11 Cr
₹1.27 Cr
Deepest Drawdown
−27.14%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.01%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
50
49
Portfolio P/E
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21.17
Top 5 Holdings
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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