Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
5.53%
6 Months
21.04%
38.90%
1 Year
21.34%
27.55%
3 Years
19.08%
—
5 Years
23.67%
—
Since Inception
—
21.65%
Fund Age
6 yrs 4 mo
1 yr 10 mo
AUM
₹364.08 Cr
₹5.18 Cr
Alpha – 1 Year
21.69%
27.90%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
32.28%
23.94%
Volatility – 3 Years
28.08%
—
Beta – 1 Year
1.47
1.08
Beta – 3 Years
1.60
—
Sharpe Ratio – 1 Year
0.58
0.91
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
15.61%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.98%
−19.37%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.21%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 10%
M 19% · S 76%
Number of Stocks
—
13
Portfolio P/E
—
64.30
Top 5 Holdings
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
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
—
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%