- Manager
- White Whale Partners
- Service
- Discretionary
- Asset class
- Equity
White Whale North Star Portfolio
+0.81%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
White Whale Partners’ White Whale North Star Portfolio returned 0.81% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹60.10 crore across its clients.
Key numbers
- AUM
- ₹60.10 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.43×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −5.63% | −6.03% | +0.40% |
| 3 months | −0.56% | −4.91% | +4.35% |
| 6 months | +20.66% | +2.13% | +18.53% |
| 1 year | +0.81% | −7.09% | +7.90% |
| 2 years | +2.57% | −5.29% | +7.86% |
| 3 years | +8.73% | +6.06% | +2.67% |
| 4 years | +7.11% | +8.48% | −1.37% |
| 5 years | +5.47% | +6.38% | −0.91% |
| Since inception | +11.00% | +11.71% | −0.71% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity93.08%₹55.94 Cr
- Cash and other6.92%₹4.16 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.03 Cr
- Net, Sep 2026
- −₹0.03 Cr
- Net, FY to date
- −₹3.87 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.43×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Whale North Star Portfolio returned?
0.81% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.63%; 3 months: −0.56%; 6 months: 20.66%; 1 year: 0.81%; 2 years: 2.57%; 3 years: 8.73%; 4 years: 7.11%; 5 years: 5.47%; Since inception: 11.00%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 7.90 percentage points ahead.
How much does White Whale North Star Portfolio manage?
₹60.10 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages White Whale North Star Portfolio?
White Whale Partners, a SEBI-registered portfolio manager (INP000006970), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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