Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
White Whale Partners Llp - Rising Star Pf
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%
5.53%
6 Months
11.46%
38.90%
1 Year
8.21%
27.55%
3 Years
12.09%
—
5 Years
11.81%
—
Since Inception
13.34%
21.65%
Fund Age
5 yrs 3 mo
1 yr 10 mo
AUM
₹34.29 Cr
₹5.18 Cr
Alpha – 1 Year
5.23%
27.90%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
24.84%
23.94%
Volatility – 3 Years
21.42%
—
Beta – 1 Year
1.25
1.08
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.21
0.91
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
7.11%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−34.77%
−19.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.26%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
M 19% · S 76%
Number of Stocks
37
13
Portfolio P/E
52.15
64.30
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%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
0% / 0% / 0%