Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
White Whale Partners Llp - Rising Star Pf
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.31%
5.53%
6 Months
−2.04%
38.90%
1 Year
−0.53%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
0.16%
21.65%
Fund Age
18 mo
1 yr 10 mo
AUM
₹43.74 Cr
₹5.18 Cr
Alpha – 1 Year
−3.51%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.70%
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.17
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.25%
−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
L 36% · M 15% · S 46%
M 19% · S 76%
Number of Stocks
19
13
Portfolio P/E
9.63
64.30
Top 5 Holdings
PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
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%