Portfolio Management Services (PMS)Compare Schemes
Valtrust Momentum vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Valtrust Momentum
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
4.78%
0.30%
6 Months
15.08%
26.99%
1 Year
13.63%
26.29%
3 Years
16.91%
27.01%
5 Years
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—
Since Inception
23.12%
35.84%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
₹78.91 Cr
₹521.91 Cr
Alpha – 1 Year
8.91%
28.33%
Alpha – 3 Years
4.82%
20.36%
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
20.25%
31.27%
Volatility – 3 Years
21.43%
25.96%
Beta – 1 Year
1.06
—
Beta – 3 Years
1.18
—
Sharpe Ratio – 1 Year
0.47
0.72
Sharpe Ratio – 3 Years
0.59
0.85
Worst Rolling Year
15.66%
27.02%
Value at Worst Rolling Year
₹1.16 Cr
₹1.27 Cr
Deepest Drawdown
−29.56%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 15% · M 30% · S 55%
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Number of Stocks
30
49
Portfolio P/E
—
21.17
Top 5 Holdings
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
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Top Sectors
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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