White Whale Partners Llp - Rising Star Pf PMS: Returns, Portfolio & Fees

PMS · Equity · Multi Cap

White Whale Partners Llp - Rising Star Pf

Fund size₹5 Cr

IRRSince inception21.65%

1Y return27.55%

Fund age1 yr 10 mo

Fund Manager

Hardik Doshi

Fund Manager, PMS, White Whale Partners

Hardik Doshi is spearheading the portfolio His 21 year career includes 6 years of equity research at Lehman Brothers in New York and 13 years of investing experience in India as head of the investment research team at First Voyager, advisor to the TVF Fund, a large India focused FII fund Over the last five years of his involvement, the fund delivered high teens absolute returns significantly outperforming the MSCI India by high single digits annually Hardik brings an institutional mindset, a keen assessment framework into quality of

Managing AUM₹71 Cr

Growth of₹Cr

White Whale Partners Llp Rising Star Pf

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
White Whale Partners Llp Rising Star Pf	27.83%	27.55%	—	—	—	21.65%
NIFTY 50 TRI	−7.00%	−0.35%	—	—	—	−2.39%
Excess over benchmark	34.83%	27.90%	—	—	—	24.04%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

23.94%

Benchmark approx 14.54%

A standard deviation reflecting historical swings.

Sensitivity

1.08

Beta vs benchmark 1.00 · 8% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.91

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −19.37%, and recovered on 09 Jun 2026.

Max drawdowns

−19.37%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−19.37%	–	09 Jun 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−15.08%	210 days	–	–

Scheme

Peak–

Trough–

Depth−19.37%

Fell over–

Recovered09 Jun 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−15.08%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

64.30

P/B ratio

4.26

Dividend yield

0.58%

Avg market cap

₹24,638 Cr

Median market cap

₹8,398 Cr

Asset class

Equity

Market cap

Large cap

Mid cap19.29%

Small cap75.52%

Cash & others

Fees

A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.33% gross return.

FixedPlan A · Simple

Fixed Management Fee2.00% / yr

Performance FeeNone

Hurdle RateNot applicable

HybridPlan B · Shared upside

Fixed Management Fee1.50% / yr

Performance Fee15% of profit

Hurdle RateAbove 10%

No exit load. Lock-in: Nil.

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