Portfolio Management Services (PMS)Compare Schemes
Valcreate Growing India vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Valcreate Growing India
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
3.18%
0.30%
6 Months
5.18%
26.99%
1 Year
3.95%
26.29%
3 Years
9.49%
27.01%
5 Years
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Since Inception
13.85%
35.84%
Fund Age
3 yrs 6 mo
4 yrs 3 mo
AUM
₹16.52 Cr
₹521.91 Cr
Alpha – 1 Year
−0.77%
28.33%
Alpha – 3 Years
−2.60%
20.36%
Information Ratio – 3 Years
0.20
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Volatility – 1 Year
25.52%
31.27%
Volatility – 3 Years
21.32%
25.96%
Beta – 1 Year
1.24
—
Beta – 3 Years
1.16
—
Sharpe Ratio – 1 Year
0.06
0.72
Sharpe Ratio – 3 Years
0.41
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
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Number of Stocks
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49
Portfolio P/E
—
21.17
Top 5 Holdings
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
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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)
0% / 0% / 0%
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