Portfolio Management Services (PMS)Compare Schemes
Wealth Managers - Focused Leadership Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Wealth Managers - Focused Leadership Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.79%
0.30%
6 Months
13.10%
26.99%
1 Year
18.11%
26.29%
3 Years
14.56%
27.01%
5 Years
8.71%
—
Since Inception
13.67%
35.84%
Fund Age
11 yrs 2 mo
4 yrs 3 mo
AUM
₹138.06 Cr
₹521.91 Cr
Alpha – 1 Year
18.46%
28.33%
Alpha – 3 Years
5.57%
20.36%
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
22.83%
31.27%
Volatility – 3 Years
16.72%
25.96%
Beta – 1 Year
1.29
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.61
0.72
Sharpe Ratio – 3 Years
0.55
0.85
Worst Rolling Year
-8.44%
27.02%
Value at Worst Rolling Year
₹0.92 Cr
₹1.27 Cr
Deepest Drawdown
−17.10%
−26.38%
Recovery Period
115 days
93 days
1-Year Rolling Windows Positive
92.53%
100.00%
Median Rolling Year
13.06%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 14% · S 45%
—
Number of Stocks
18
49
Portfolio P/E
38.70
21.17
Top 5 Holdings
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
—
Top Sectors
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—