Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
8.72%
6 Months
19.31%
28.59%
1 Year
11.21%
28.02%
3 Years
13.34%
18.67%
5 Years
15.02%
17.18%
Since Inception
17.08%
20.03%
Fund Age
5 yrs 4 mo
5 yrs 4 mo
AUM
₹135.65 Cr
₹221.27 Cr
Alpha – 1 Year
6.49%
28.37%
Alpha – 3 Years
1.25%
9.68%
Information Ratio – 3 Years
0.12
0.87
Volatility – 1 Year
20.71%
22.32%
Volatility – 3 Years
17.79%
17.88%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
0.35
0.99
Sharpe Ratio – 3 Years
0.50
0.81
Worst Rolling Year
12.49%
13.69%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−25.10%
−20.50%
Recovery Period
493 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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 · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –