WHITE WHALE PARTNERS LLP-RISING STAR PF
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +5.53%
- 3M
- +12.38%
- 6M
- -0.70%
- 9M
- —
- 1Y
- +9.73%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +10.33%
- Strategy AUM
- ₹4 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +5.53% | −1.72% | +7.25% |
| 3 Months | +12.38% | −6.30% | +18.68% |
| 6 Months | −0.70% | −9.87% | +9.17% |
| 1 Year | +9.73% | −3.84% | +13.57% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +10.33% | −4.40% | +14.73% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +5.53% | −1.72% | +7.25% |
| Apr-2026 | +14.46% | +7.49% | +6.97% |
| Mar-2026 | −6.96% | −11.30% | +4.34% |
| Feb-2026 | −1.69% | −0.51% | −1.18% |
| Jan-2026 | −6.82% | −3.04% | −3.78% |
| Dec-2025 | −3.53% | −0.28% | −3.25% |
| Nov-2025 | −0.17% | +1.92% | −2.09% |
| Oct-2025 | +6.25% | +4.62% | +1.63% |
| Sep-2025 | −2.03% | +0.77% | −2.80% |
| Aug-2025 | +0.72% | −1.21% | +1.93% |
| Jul-2025 | +1.67% | −2.77% | +4.44% |
| Jun-2025 | +3.84% | +3.37% | +0.47% |
| May-2025 | +6.31% | +1.92% | +4.39% |
Strategy Details
APMI fact sheet
- Inception
- 01 Oct 2024
- Age
- 1.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.53×
- Turnover (1M)
- 0.13×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
White Whale North Star is focused on navigating the Indian public markets using a private equity mindset. Our philosophy is simple - We back outstanding management teams spearheading incredible businesses that have the ability to compound capital over a long period of time. We look to invest in 10 15 well researched positions where we have high conviction. There is a high emphasis on deep bottom up fundamental analysis in order to deliver differentiated returns. Harnessing the magic of compounding, we look for recurring revenue businesses which combined with a low churn in the portfolio can lead to powerful long term returns. We view risk as a permanent loss of capital and hence believe in investing only within our circle of competence and in companies with the highest standards of corporate governance. We minimise risk through in depth research and diligence, which is ingrained in our DNA
Fund Managers
1 manager
Name
Hardik Doshi
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC charge: 2%
- Variable fees
- AMC:1.50% Hurdle rate: 10% Profit share: 15%
- Exit load
- 1st year: 2% 2nd year: 1% 3rd Year: 0%
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- White Whale Partners
- Strategy
- WHITE WHALE PARTNERS LLP-RISING STAR PF
- Benchmark
- Nifty 50 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.