White Whale Partners • Equity
White Whale North Star is an equity portfolio management service (PMS) strategy run by White Whale Partners, launched on 11 Nov 2020. As of 30 Sep 2026, it manages ₹60.1 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +0.81% over 1 year, +8.73% over 3 years and +5.47% over 5 years (+11.00% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 2.67 percentage points ahead of its benchmark. Its 3-year return ranks 106th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Hardik Doshi.
Ranked nearby on 3-year return: ICICI Prudential PMS Multi-Manager - Core Equity Strategy (+8.76%), Emkays 12 (+8.74%), Bluechip Equity FOF (+8.50%), Renaissance Platinum Portfolio (+8.44%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.63% |
| 3 Months | -0.56% |
| 1 Year | +0.81% |
| 3 Years | +8.73% |
| 5 Years | +5.47% |
| Since Inception | +11.00% |
| management fee | Fixed Fees: AMC Charges : 2% |
| performance fee | Variable Fees: AMC : 1.50% Hurdle Rate : 10% Profit Share : 15% |
| exit load | 1st Year : 2% 2nd Year : 1% 3rd Year : 0% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callWhite Whale North Star has a 1-year return of +0.81%, a 3-year return of +8.73%, a 5-year return of +5.47% and +11.00% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, White Whale North Star returned +5.47% against +6.38% for the Nifty 50 TRI, 0.91 percentage points behind. Over 3 years it returned +8.73% against +6.06%; Over 1 year it returned +0.81% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, White Whale North Star's 3-year return of +8.73% ranks 106th as of 30 Sep 2026.
White Whale North Star is managed by Hardik Doshi at White Whale Partners. The strategy manages ₹60.1 Cr of client assets as of 30 Sep 2026.
White Whale North Star manages ₹60.1 Cr of client assets as of 30 Sep 2026.
The fee structure for White Whale North Star includes: management fee: Fixed Fees: AMC Charges : 2%; performance fee: Variable Fees: AMC : 1.50% Hurdle Rate : 10% Profit Share : 15%; exit load: 1st Year : 2% 2nd Year : 1% 3rd Year : 0%.
The minimum investment for White Whale North Star is ₹50 Lakhs.
White Whale North Star was launched on 11 Nov 2020. It has a 5-year track record.
Description
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