Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
8.72%
9.87%
6 Months
28.59%
46.37%
1 Year
28.02%
29.61%
3 Years
18.67%
24.62%
5 Years
17.18%
—
Since Inception
20.03%
39.89%
Fund Age
5 yrs 4 mo
20 mo
AUM
₹221.27 Cr
₹147.17 Cr
Alpha – 1 Year
28.37%
24.89%
Alpha – 3 Years
9.68%
12.53%
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
22.32%
25.97%
Volatility – 3 Years
17.88%
29.84%
Beta – 1 Year
1.03
1.03
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.99
0.92
Sharpe Ratio – 3 Years
0.81
1.29
Worst Rolling Year
13.69%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.50%
−21.24%
Recovery Period
429 days
58 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 4% · S 74%
—
Number of Stocks
29
—
Portfolio P/E
37.50
—
Top 5 Holdings
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%