Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
8.72%
6 Months
22.77%
28.59%
1 Year
24.21%
28.02%
3 Years
13.20%
18.67%
5 Years
12.56%
17.18%
Since Inception
18.69%
20.03%
Fund Age
7 yrs 4 mo
5 yrs 4 mo
AUM
₹114.64 Cr
₹221.27 Cr
Alpha – 1 Year
19.49%
28.37%
Alpha – 3 Years
1.43%
9.68%
Information Ratio – 3 Years
0.12
0.87
Volatility – 1 Year
24.82%
22.32%
Volatility – 3 Years
21.64%
17.88%
Beta – 1 Year
1.34
1.03
Beta – 3 Years
1.13
0.95
Sharpe Ratio – 1 Year
0.78
0.99
Sharpe Ratio – 3 Years
0.46
0.81
Worst Rolling Year
10.43%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−24.42%
−20.50%
Recovery Period
92 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 19% · M 4% · S 74%
Number of Stocks
32
29
Portfolio P/E
37.13
37.50
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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% / – / –