Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
White Whale Partners Llp - Rising Star Pf
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−4.23%
5.53%
6 Months
27.28%
38.90%
1 Year
43.55%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
21.65%
Fund Age
13 mo
1 yr 10 mo
AUM
₹5.93 Cr
₹5.18 Cr
Alpha – 1 Year
38.83%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 19% · S 76%
Number of Stocks
—
13
Portfolio P/E
—
64.30
Top 5 Holdings
—
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
0.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%