Portfolio Management Services (PMS)Compare Schemes
White Whale Partners Llp - Rising Star Pf vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
White Whale Partners Llp - Rising Star Pf
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.53%
10.96%
6 Months
38.90%
14.84%
1 Year
27.55%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
21.65%
20.33%
Fund Age
1 yr 10 mo
3 yrs
AUM
₹5.18 Cr
₹214.05 Cr
Alpha – 1 Year
27.90%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
23.94%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.08
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.91
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−19.37%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 19% · S 76%
L 12% · M 21% · S 55%
Number of Stocks
13
25
Portfolio P/E
64.30
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%