Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
8.72%
6 Months
25.00%
28.59%
1 Year
17.14%
28.02%
3 Years
16.20%
18.67%
5 Years
15.34%
17.18%
Since Inception
19.60%
20.03%
Fund Age
7 yrs 3 mo
5 yrs 4 mo
AUM
₹127.23 Cr
₹221.27 Cr
Alpha – 1 Year
12.42%
28.37%
Alpha – 3 Years
4.43%
9.68%
Information Ratio – 3 Years
0.38
0.87
Volatility – 1 Year
23.12%
22.32%
Volatility – 3 Years
20.20%
17.88%
Beta – 1 Year
1.18
1.03
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.56
0.99
Sharpe Ratio – 3 Years
0.61
0.81
Worst Rolling Year
13.55%
13.69%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−26.74%
−20.50%
Recovery Period
143 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 19% · M 4% · S 74%
Number of Stocks
101
29
Portfolio P/E
52.20
37.50
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –