Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
5.53%
6 Months
11.19%
38.90%
1 Year
4.47%
27.55%
3 Years
14.82%
—
5 Years
12.64%
—
Since Inception
13.38%
21.65%
Fund Age
19 yrs
1 yr 10 mo
AUM
₹1,249 Cr
₹5.18 Cr
Alpha – 1 Year
4.82%
27.90%
Alpha – 3 Years
5.82%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
23.94%
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
1.08
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
0.91
Sharpe Ratio – 3 Years
0.69
—
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 40% · M 40% · S 15%
M 19% · S 76%
Number of Stocks
25
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%