Portfolio Management Services (PMS)Compare Schemes
White Pine India Emerging Stars Approach vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
White Pine India Emerging Stars Approach
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 6.7%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.30%
3.42%
6 Months
26.99%
2.89%
1 Year
26.29%
2.59%
3 Years
27.01%
10.39%
5 Years
—
8.86%
Since Inception
35.84%
11.13%
Fund Age
4 yrs 3 mo
5 yrs 6 mo
AUM
₹521.91 Cr
₹63.54 Cr
Alpha – 1 Year
28.33%
−0.39%
Alpha – 3 Years
20.36%
−1.50%
Information Ratio – 3 Years
—
-0.34
Volatility – 1 Year
31.27%
16.68%
Volatility – 3 Years
25.96%
13.79%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.72
-0.09
Sharpe Ratio – 3 Years
0.85
0.40
Worst Rolling Year
27.02%
6.98%
Value at Worst Rolling Year
₹1.27 Cr
₹1.07 Cr
Deepest Drawdown
−26.38%
−15.31%
Recovery Period
93 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
36.88%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
49
40
Portfolio P/E
21.17
30.67
Top 5 Holdings
—
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%