Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Legend Flexi vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Legend Flexi
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
0.12%
5.53%
6 Months
0.78%
38.90%
1 Year
0.49%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
4.91%
21.65%
Fund Age
2 yrs 3 mo
1 yr 10 mo
AUM
₹1.52 Cr
₹5.18 Cr
Alpha – 1 Year
−2.49%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.48%
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.33
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.58%
−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 64% · M 1% · S 35%
M 19% · S 76%
Number of Stocks
28
13
Portfolio P/E
22.45
64.30
Top 5 Holdings
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
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 · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%