Portfolio Management Services (PMS)Compare Schemes
White Pine India Emerging Stars Approach vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
White Pine India Emerging Stars Approach
White Whale - North Star Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 6.7%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.30%
1.86%
6 Months
26.99%
12.33%
1 Year
26.29%
4.88%
3 Years
27.01%
11.50%
5 Years
—
8.05%
Since Inception
35.84%
12.28%
Fund Age
4 yrs 3 mo
5 yrs 9 mo
AUM
₹521.91 Cr
₹65.79 Cr
Alpha – 1 Year
28.33%
5.23%
Alpha – 3 Years
20.36%
2.50%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
31.27%
22.05%
Volatility – 3 Years
25.96%
16.19%
Beta – 1 Year
—
1.25
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.72
0.08
Sharpe Ratio – 3 Years
0.85
0.38
Worst Rolling Year
27.02%
2.51%
Value at Worst Rolling Year
₹1.27 Cr
₹1.03 Cr
Deepest Drawdown
−26.38%
−22.63%
Recovery Period
93 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
36.88%
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 46% · M 9% · S 40%
Number of Stocks
49
16
Portfolio P/E
21.17
40.26
Top 5 Holdings
—
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
—
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%