Portfolio Management Services (PMS)Compare Schemes
Wealth Managers - Focused Leadership Portfolio vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Wealth Managers - Focused Leadership Portfolio
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.79%
5.53%
6 Months
13.10%
38.90%
1 Year
18.11%
27.55%
3 Years
14.56%
—
5 Years
8.71%
—
Since Inception
13.67%
21.65%
Fund Age
11 yrs 2 mo
1 yr 10 mo
AUM
₹138.06 Cr
₹5.18 Cr
Alpha – 1 Year
18.46%
27.90%
Alpha – 3 Years
5.57%
—
Information Ratio – 3 Years
0.62
—
Volatility – 1 Year
22.83%
23.94%
Volatility – 3 Years
16.72%
—
Beta – 1 Year
1.29
1.08
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.61
0.91
Sharpe Ratio – 3 Years
0.55
—
Worst Rolling Year
-8.44%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−17.10%
−19.37%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
92.53%
—
Median Rolling Year
13.06%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 14% · S 45%
M 19% · S 76%
Number of Stocks
18
13
Portfolio P/E
38.70
64.30
Top 5 Holdings
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
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 · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%