Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
5.53%
6 Months
18.21%
38.90%
1 Year
19.11%
27.55%
3 Years
23.58%
—
5 Years
18.40%
—
Since Inception
13.93%
21.65%
Fund Age
11 yrs 4 mo
1 yr 10 mo
AUM
₹13.37 Cr
₹5.18 Cr
Alpha – 1 Year
16.13%
27.90%
Alpha – 3 Years
11.69%
—
Information Ratio – 3 Years
1.24
—
Volatility – 1 Year
18.18%
23.94%
Volatility – 3 Years
17.99%
—
Beta – 1 Year
0.94
1.08
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.75
0.91
Sharpe Ratio – 3 Years
0.97
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.05%
−19.37%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
M 19% · S 76%
Number of Stocks
32
13
Portfolio P/E
41.94
64.30
Top 5 Holdings
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
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
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%