Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
5.53%
6 Months
0.51%
38.90%
1 Year
12.01%
27.55%
3 Years
12.45%
—
5 Years
—
—
Since Inception
12.40%
21.65%
Fund Age
3 yrs
1 yr 10 mo
AUM
₹22.7 Cr
₹5.18 Cr
Alpha – 1 Year
12.36%
27.90%
Alpha – 3 Years
3.45%
—
Information Ratio – 3 Years
0.50
—
Volatility – 1 Year
19.89%
23.94%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
1.08
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
0.91
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 99%
M 19% · S 76%
Number of Stocks
—
13
Portfolio P/E
—
64.30
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
—
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%