Portfolio Management Services (PMS)Compare Schemes
Wallfort-Avenue Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Wallfort-Avenue Fund
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
3.79%
0.30%
6 Months
18.76%
26.99%
1 Year
31.67%
26.29%
3 Years
24.57%
27.01%
5 Years
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Since Inception
26.31%
35.84%
Fund Age
2 yrs 4 mo
4 yrs 3 mo
AUM
₹160.31 Cr
₹521.91 Cr
Alpha – 1 Year
26.95%
28.33%
Alpha – 3 Years
12.48%
20.36%
Information Ratio – 3 Years
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Volatility – 1 Year
17.93%
31.27%
Volatility – 3 Years
20.59%
25.96%
Beta – 1 Year
0.80
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.34
0.72
Sharpe Ratio – 3 Years
1.78
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−12.22%
−26.38%
Recovery Period
69 days
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
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49
Portfolio P/E
—
21.17
Top 5 Holdings
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
10% of profit
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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