Portfolio Management Services (PMS)Compare Schemes
Valcreate Lifesciences and Specialty Opportunities vs White Pine India Emerging Stars Approach
Valcreate Lifesciences and Specialty Opportunities
White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Valcreate Lifesciences and Specialty Opportunities
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
6.35%
0.30%
6 Months
17.95%
26.99%
1 Year
21.71%
26.29%
3 Years
19.34%
27.01%
5 Years
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—
Since Inception
19.34%
35.84%
Fund Age
3 yrs 6 mo
4 yrs 3 mo
AUM
₹18.73 Cr
₹521.91 Cr
Alpha – 1 Year
16.99%
28.33%
Alpha – 3 Years
7.25%
20.36%
Information Ratio – 3 Years
0.85
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Volatility – 1 Year
22.22%
31.27%
Volatility – 3 Years
20.72%
25.96%
Beta – 1 Year
0.87
—
Beta – 3 Years
0.89
—
Sharpe Ratio – 1 Year
0.75
0.72
Sharpe Ratio – 3 Years
0.85
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
—
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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Top Sectors
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—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—