Portfolio Management Services (PMS)Compare Schemes
White Pine India Emerging Stars Approach vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
White Pine India Emerging Stars Approach
White Whale Partners Llp - Rising Star Pf
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 6.7%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.30%
5.53%
6 Months
26.99%
38.90%
1 Year
26.29%
27.55%
3 Years
27.01%
—
5 Years
—
—
Since Inception
35.84%
21.65%
Fund Age
4 yrs 3 mo
1 yr 10 mo
AUM
₹521.91 Cr
₹5.18 Cr
Alpha – 1 Year
28.33%
27.90%
Alpha – 3 Years
20.36%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
31.27%
23.94%
Volatility – 3 Years
25.96%
—
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.72
0.91
Sharpe Ratio – 3 Years
0.85
—
Worst Rolling Year
27.02%
—
Value at Worst Rolling Year
₹1.27 Cr
—
Deepest Drawdown
−26.38%
−19.37%
Recovery Period
93 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
36.88%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 19% · S 76%
Number of Stocks
49
13
Portfolio P/E
21.17
64.30
Top 5 Holdings
—
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
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%