Portfolio Management Services (PMS)Compare Schemes
Valentis Advisors - Rising Star vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Valentis Advisors - Rising Star
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
1.72%
0.30%
6 Months
21.92%
26.99%
1 Year
13.71%
26.29%
3 Years
12.32%
27.01%
5 Years
14.28%
—
Since Inception
17.32%
35.84%
Fund Age
10 yrs
4 yrs 3 mo
AUM
₹1,140.87 Cr
₹521.91 Cr
Alpha – 1 Year
10.73%
28.33%
Alpha – 3 Years
0.43%
20.36%
Information Ratio – 3 Years
0.05
—
Volatility – 1 Year
27.06%
31.27%
Volatility – 3 Years
23.47%
25.96%
Beta – 1 Year
1.37
—
Beta – 3 Years
1.21
—
Sharpe Ratio – 1 Year
0.39
0.72
Sharpe Ratio – 3 Years
0.38
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
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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