Portfolio Management Services (PMS)Compare Schemes
White Whale - North Star Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
White Whale - North Star Portfolio
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
9.42%
6 Months
12.33%
52.78%
1 Year
4.88%
27.27%
3 Years
11.50%
—
5 Years
8.05%
—
Since Inception
12.28%
23.72%
Fund Age
5 yrs 9 mo
19 mo
AUM
₹65.79 Cr
₹71.55 Cr
Alpha – 1 Year
5.23%
22.55%
Alpha – 3 Years
2.50%
—
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
22.05%
31.93%
Volatility – 3 Years
16.19%
—
Beta – 1 Year
1.25
1.29
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.08
0.74
Sharpe Ratio – 3 Years
0.38
—
Worst Rolling Year
2.51%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−22.63%
−27.01%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
10.42%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 46% · M 9% · S 40%
S 96%
Number of Stocks
16
19
Portfolio P/E
40.26
39.65
Top 5 Holdings
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%