Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Fractal Capital - 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
5.48%
8.72%
6 Months
13.51%
28.59%
1 Year
1.35%
28.02%
3 Years
13.26%
18.67%
5 Years
—
17.18%
Since Inception
19.28%
20.03%
Fund Age
4 yrs 2 mo
5 yrs 4 mo
AUM
₹36.17 Cr
₹221.27 Cr
Alpha – 1 Year
−3.37%
28.37%
Alpha – 3 Years
1.17%
9.68%
Information Ratio – 3 Years
0.14
0.87
Volatility – 1 Year
24.66%
22.32%
Volatility – 3 Years
18.82%
17.88%
Beta – 1 Year
1.31
1.03
Beta – 3 Years
1.10
0.95
Sharpe Ratio – 1 Year
-0.05
0.99
Sharpe Ratio – 3 Years
0.48
0.81
Worst Rolling Year
12.70%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−26.89%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 19% · M 4% · S 74%
Number of Stocks
24
29
Portfolio P/E
29.70
37.50
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –