Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
White Whale Partners Llp - Rising Star Pf
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.61%
5.53%
6 Months
5.28%
38.90%
1 Year
11.57%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
9.17%
21.65%
Fund Age
15 mo
1 yr 10 mo
AUM
₹6.05 Cr
₹5.18 Cr
Alpha – 1 Year
11.92%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−19.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
M 19% · S 76%
Number of Stocks
—
13
Portfolio P/E
—
64.30
Top 5 Holdings
ICICI Pru Large Cap Fund (G) · 9.30%
Invesco India Large & Mid Cap Fund (G) · 7.50%
HDFC Mid Cap Fund - Direct (G) · 7.20%
ICICI Bank Ltd · 2.20%
Larsen & Toubro Ltd · 2.05%
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
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%