White Whale Partners LLP RISING STAR PF

White Whale Partners LLP
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
1 October 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Leveraging a private equity approach to invest in the Indian public equity landscape. We identify exceptional talent and promising enterprises, believing that sustained engagement over time is the catalyst for amplified wealth creation.

Investment Objective

Leveraging private equity principles to navigate Indian public markets. The convergence of exceptional talent, robust businesses, and a patient investment horizon yields amplified returns.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.53% -0.28% -3.25%
3 MONTHS 2.32% 6.33% -4.01%
6 MONTHS 2.65% 2.92% -0.27%
1 YEAR 11.28% 11.88% -0.60%
SINCE INCEPTION 11.37% 2.12% 9.25%

Calendar Year Performance

Year Return
CY 2025 11.28%

Financial Year Performance

Year Return
FY 26_YTD 15.85%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Kunal Vora

Fund Manager

With over 15 years of international experience across India, the US, Europe, and the Middle East, [Kunal's Name/Title] possesses extensive expertise in equity market investing, private equity, and investment advisory services. Prior to establishing White Whale Partners, [he/she/they] contributed to the investment team at FM Capital Partner, a hedge fund managing over $1 billion, based in London. In the five years preceding the inception of White Whale Partners, [his/her/their] Indian equity market investments generated a Compound Annual Growth Rate (CAGR) of 28%. This performance significantly surpassed the NIFTY's annual returns by 16%. Notably, over 75% of this outperformance was realized during market downturns, underscoring the efficacy of [his/her/their] risk management methodologies. [Kunal's Name/Title] is recognized for a rigorous research approach complemented by a robust risk-reward framework.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
12.97%
Small Cap
68.12%
Cash & Equivalent
11.63%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Healthcare 31.24%
  • Financial Services 22.25%
  • Consumer Services 13.40%
  • Services 5.79%
  • Consumer Durables 4.87%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
77.55%
average market cap
N/A
portfolio age
1 Yrs, 2 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: %

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)