Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
5.53%
6 Months
13.51%
38.90%
1 Year
1.35%
27.55%
3 Years
13.26%
—
5 Years
—
—
Since Inception
19.28%
21.65%
Fund Age
4 yrs 2 mo
1 yr 10 mo
AUM
₹36.17 Cr
₹5.18 Cr
Alpha – 1 Year
−3.37%
27.90%
Alpha – 3 Years
1.17%
—
Information Ratio – 3 Years
0.14
—
Volatility – 1 Year
24.66%
23.94%
Volatility – 3 Years
18.82%
—
Beta – 1 Year
1.31
1.08
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.05
0.91
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.63%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 16% · S 76%
M 19% · S 76%
Number of Stocks
24
13
Portfolio P/E
29.70
64.30
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
—
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)
3% / 2% / 1%
0% / 0% / 0%