Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
5.53%
6 Months
32.15%
38.90%
1 Year
16.77%
27.55%
3 Years
19.00%
—
5 Years
20.10%
—
Since Inception
27.01%
21.65%
Fund Age
6 yrs 10 mo
1 yr 10 mo
AUM
₹247.64 Cr
₹5.18 Cr
Alpha – 1 Year
13.79%
27.90%
Alpha – 3 Years
7.10%
—
Information Ratio – 3 Years
0.30
—
Volatility – 1 Year
39.13%
23.94%
Volatility – 3 Years
29.47%
—
Beta – 1 Year
1.87
1.08
Beta – 3 Years
1.36
—
Sharpe Ratio – 1 Year
0.42
0.91
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
15.03%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
−35.86%
−19.37%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
31.90%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
M 19% · S 76%
Number of Stocks
42
13
Portfolio P/E
42.30
64.30
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%