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White Whale Capital RISING STAR PF PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The White Whale Capital RISING STAR PF PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of NA, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

White Whale Capital RISING STAR PF PMS Strategy or Investment Approach - PMS Details

Strategy Name

RISING STAR PF

Start Date

01 October 2024

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Kunal Vora

1 Yr. Return

NA

3 Yr. Return

NA

5 Yr. Return

NA

White Whale Capital RISING STAR PF Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

114.11%

Portfolio Age

0 Yrs, 6 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

White Whale Capital RISING STAR PF PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

White Whale Capital RISING STAR PF PMS Investment Approach - Portfolio Composition

Large Cap

7.50%

Mid Cap

42.64%

Small Cap

38.94%

Cash & Equivalent

10.92%

Check out Business Opportunities with Similar Brands

White Whale Capital RISING STAR PF Portfolio Strategy - Top 5 Sectors

Financial Services

26.42%

Healthcare

18.07%

Consumer Services

15.55%

Capital Goods

15.13%

Textiles

38.94%

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