Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
White Whale Partners Llp - Rising Star Pf
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · -5.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.32%
5.53%
6 Months
4.47%
38.90%
1 Year
−9.70%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
21.65%
Fund Age
2 yrs 8 mo
1 yr 10 mo
AUM
₹11.72 Cr
₹5.18 Cr
Alpha – 1 Year
−4.20%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−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 17% · M 21% · S 9%
M 19% · S 76%
Number of Stocks
—
13
Portfolio P/E
—
64.30
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%