Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Unifi BCAD
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.20%
0.30%
6 Months
6.88%
26.99%
1 Year
5.29%
26.29%
3 Years
8.34%
27.01%
5 Years
9.52%
—
Since Inception
13.35%
35.84%
Fund Age
8 yrs 3 mo
4 yrs 3 mo
AUM
₹237.35 Cr
₹521.91 Cr
Alpha – 1 Year
0.57%
28.33%
Alpha – 3 Years
−3.75%
20.36%
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
19.09%
31.27%
Volatility – 3 Years
16.74%
25.96%
Beta – 1 Year
1.07
—
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.09
0.72
Sharpe Ratio – 3 Years
0.25
0.85
Worst Rolling Year
7.37%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−20.73%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.34%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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49
Portfolio P/E
—
21.17
Top 5 Holdings
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
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Top Sectors
—
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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