Portfolio Management Services (PMS)Compare Schemes
ValueQuest - Growth vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
ValueQuest - Growth
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
1.42%
0.30%
6 Months
31.94%
26.99%
1 Year
21.84%
26.29%
3 Years
17.21%
27.01%
5 Years
16.75%
—
Since Inception
18.18%
35.84%
Fund Age
13 yrs 5 mo
4 yrs 3 mo
AUM
₹2,035.08 Cr
₹521.91 Cr
Alpha – 1 Year
18.86%
28.33%
Alpha – 3 Years
5.32%
20.36%
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
24.29%
31.27%
Volatility – 3 Years
19.24%
25.96%
Beta – 1 Year
1.15
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.70
0.72
Sharpe Ratio – 3 Years
0.65
0.85
Worst Rolling Year
-15.08%
27.02%
Value at Worst Rolling Year
₹0.85 Cr
₹1.27 Cr
Deepest Drawdown
−8.16%
−26.38%
Recovery Period
15 days
93 days
1-Year Rolling Windows Positive
82.66%
100.00%
Median Rolling Year
25.54%
36.88%
5-Year Rolling Windows Positive
96.08%
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Market-Cap Mix
L 23% · M 1% · S 69%
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Number of Stocks
24
49
Portfolio P/E
—
21.17
Top 5 Holdings
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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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)
1% / 1% / 1%
—