Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.53%
6 Months
10.76%
38.90%
1 Year
8.14%
27.55%
3 Years
7.76%
—
5 Years
10.03%
—
Since Inception
11.69%
21.65%
Fund Age
6 yrs 8 mo
1 yr 10 mo
AUM
₹87.23 Cr
₹5.18 Cr
Alpha – 1 Year
8.57%
27.90%
Alpha – 3 Years
−0.81%
—
Information Ratio – 3 Years
0.02
—
Volatility – 1 Year
23.09%
23.94%
Volatility – 3 Years
18.26%
—
Beta – 1 Year
1.29
1.08
Beta – 3 Years
1.11
—
Sharpe Ratio – 1 Year
0.21
0.91
Sharpe Ratio – 3 Years
0.22
—
Worst Rolling Year
6.59%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−25.42%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
M 19% · S 76%
Number of Stocks
41
13
Portfolio P/E
25.23
64.30
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%