Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
5.53%
6 Months
31.65%
38.90%
1 Year
26.47%
27.55%
3 Years
18.72%
—
5 Years
16.28%
—
Since Inception
14.51%
21.65%
Fund Age
10 yrs 10 mo
1 yr 10 mo
AUM
₹423.36 Cr
₹5.18 Cr
Alpha – 1 Year
21.75%
27.90%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
0.36
—
Volatility – 1 Year
28.25%
23.94%
Volatility – 3 Years
24.90%
—
Beta – 1 Year
1.32
1.08
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.78
0.91
Sharpe Ratio – 3 Years
0.60
—
Worst Rolling Year
-5.98%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−31.67%
−19.37%
Recovery Period
492 days
Not yet recovered
1-Year Rolling Windows Positive
86.69%
—
Median Rolling Year
14.66%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 6% · S 82%
M 19% · S 76%
Number of Stocks
62
13
Portfolio P/E
61.63
64.30
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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 · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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)
0% / 0% / 0%
0% / 0% / 0%