Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
White Whale - North Star Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
1.86%
6 Months
11.46%
12.33%
1 Year
8.21%
4.88%
3 Years
12.09%
11.50%
5 Years
11.81%
8.05%
Since Inception
13.34%
12.28%
Fund Age
5 yrs 3 mo
5 yrs 9 mo
AUM
₹34.29 Cr
₹65.79 Cr
Alpha – 1 Year
5.23%
5.23%
Alpha – 3 Years
0.21%
2.50%
Information Ratio – 3 Years
0.17
0.20
Volatility – 1 Year
24.84%
22.05%
Volatility – 3 Years
21.42%
16.19%
Beta – 1 Year
1.25
1.25
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.21
0.08
Sharpe Ratio – 3 Years
0.49
0.38
Worst Rolling Year
7.11%
2.51%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−34.77%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 46% · M 9% · S 40%
Number of Stocks
37
16
Portfolio P/E
52.15
40.26
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
2% / 1% / 0%