Portfolio Management Services (PMS)Compare Schemes
White Pine India Emerging Stars Approach vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
White Pine India Emerging Stars Approach
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 6.7%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.30%
2.78%
6 Months
26.99%
1.92%
1 Year
26.29%
0.43%
3 Years
27.01%
—
5 Years
—
—
Since Inception
35.84%
6.17%
Fund Age
4 yrs 3 mo
2 yrs 2 mo
AUM
₹521.91 Cr
₹22.98 Cr
Alpha – 1 Year
28.33%
−2.55%
Alpha – 3 Years
20.36%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.27%
16.90%
Volatility – 3 Years
25.96%
—
Beta – 1 Year
—
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.72
-0.22
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
27.02%
—
Value at Worst Rolling Year
₹1.27 Cr
—
Deepest Drawdown
−26.38%
−16.17%
Recovery Period
93 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
36.88%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 14% · S 21%
Number of Stocks
49
41
Portfolio P/E
21.17
31.26
Top 5 Holdings
—
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%