Portfolio Management Services (PMS)Compare Schemes
ValueQuest - Platinum vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
ValueQuest - Platinum
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
2.62%
0.30%
6 Months
20.31%
26.99%
1 Year
5.50%
26.29%
3 Years
14.22%
27.01%
5 Years
16.13%
—
Since Inception
18.70%
35.84%
Fund Age
9 yrs 8 mo
4 yrs 3 mo
AUM
₹3,491.64 Cr
₹521.91 Cr
Alpha – 1 Year
2.52%
28.33%
Alpha – 3 Years
2.33%
20.36%
Information Ratio – 3 Years
0.19
—
Volatility – 1 Year
25.24%
31.27%
Volatility – 3 Years
21.26%
25.96%
Beta – 1 Year
1.29
—
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.11
0.72
Sharpe Ratio – 3 Years
0.48
0.85
Worst Rolling Year
-9.34%
27.02%
Value at Worst Rolling Year
₹0.91 Cr
₹1.27 Cr
Deepest Drawdown
−6.25%
−26.38%
Recovery Period
13 days
93 days
1-Year Rolling Windows Positive
93.29%
100.00%
Median Rolling Year
15.30%
36.88%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 23% · M 15% · S 57%
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Number of Stocks
30
49
Portfolio P/E
—
21.17
Top 5 Holdings
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 1%
—