White Whale - North Star Portfolio
EQUITY MULTI CAP
Navigates Indian public markets with a private equity mindset, focusing on businesses that can compound capital long-term.
+8.23%
3Y annualised returns
+9.53%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
11 Nov '20
Total AUM
₹67.21Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.6%
Cash1.4%
Equity market cap split
Small Cap39.5%
Large Cap35.5%
Mid Cap19.2%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
HDHardik DoshiFund ManagerView details
HD
Hardik Doshi
Fund Manager
View details
About
Hardik’s 20-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. He is also a charter holder from the CFA Institute.
Experience
Over 20 years of experience in equity research and investing.
Investment philosophy
Specializes in Indian equity research and investment management.
Previously worked at
- First Voyager
- Lehman Brothers
Awards
- Advised a fund that delivered high-teen absolute returns, significantly outperforming the MSCI India index over a five-year period. He is a charter holder from the CFA Institute.
PMS house
White Whale Partners LLP
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