Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 9.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
8.72%
6 Months
5.22%
28.59%
1 Year
8.94%
28.02%
3 Years
10.33%
18.67%
5 Years
10.77%
17.18%
Since Inception
10.49%
20.03%
Fund Age
9 yrs 9 mo
5 yrs 4 mo
AUM
₹67.62 Cr
₹221.27 Cr
Alpha – 1 Year
−0.44%
28.37%
Alpha – 3 Years
0.76%
9.68%
Information Ratio – 3 Years
0.44
0.87
Volatility – 1 Year
2.31%
22.32%
Volatility – 3 Years
1.38%
17.88%
Beta – 1 Year
0.41
1.03
Beta – 3 Years
0.46
0.95
Sharpe Ratio – 1 Year
1.46
0.99
Sharpe Ratio – 3 Years
3.36
0.81
Worst Rolling Year
9.87%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
—
−20.50%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
17
29
Portfolio P/E
—
37.50
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –