Portfolio Management Services (PMS)Compare Schemes
Valtrust equity funds vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Valtrust equity funds
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.45%
0.30%
6 Months
9.02%
26.99%
1 Year
18.15%
26.29%
3 Years
18.72%
27.01%
5 Years
—
—
Since Inception
22.94%
35.84%
Fund Age
3 yrs 5 mo
4 yrs 3 mo
AUM
₹3.73 Cr
₹521.91 Cr
Alpha – 1 Year
13.43%
28.33%
Alpha – 3 Years
6.63%
20.36%
Information Ratio – 3 Years
1.00
—
Volatility – 1 Year
14.44%
31.27%
Volatility – 3 Years
12.28%
25.96%
Beta – 1 Year
0.74
—
Beta – 3 Years
0.73
—
Sharpe Ratio – 1 Year
0.86
0.72
Sharpe Ratio – 3 Years
1.04
0.85
Worst Rolling Year
18.23%
27.02%
Value at Worst Rolling Year
₹1.18 Cr
₹1.27 Cr
Deepest Drawdown
−12.58%
−26.38%
Recovery Period
245 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.00%
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
49
Portfolio P/E
—
21.17
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—