Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
5.53%
6 Months
0.28%
38.90%
1 Year
2.14%
27.55%
3 Years
10.02%
—
5 Years
13.15%
—
Since Inception
11.46%
21.65%
Fund Age
8 yrs 7 mo
1 yr 10 mo
AUM
₹585.94 Cr
₹5.18 Cr
Alpha – 1 Year
2.49%
27.90%
Alpha – 3 Years
1.02%
—
Information Ratio – 3 Years
0.18
—
Volatility – 1 Year
16.38%
23.94%
Volatility – 3 Years
14.42%
—
Beta – 1 Year
1.00
1.08
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.13
0.91
Sharpe Ratio – 3 Years
0.38
—
Worst Rolling Year
3.37%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−17.04%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
M 19% · S 76%
Number of Stocks
31
13
Portfolio P/E
22.71
64.30
Top 5 Holdings
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
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 · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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)
1% / 1% / 0%
0% / 0% / 0%