Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.72%
3.79%
6 Months
28.59%
18.76%
1 Year
28.02%
31.67%
3 Years
18.67%
24.57%
5 Years
17.18%
—
Since Inception
20.03%
26.31%
Fund Age
5 yrs 4 mo
2 yrs 4 mo
AUM
₹221.27 Cr
₹160.31 Cr
Alpha – 1 Year
28.37%
26.95%
Alpha – 3 Years
9.68%
12.48%
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
22.32%
17.93%
Volatility – 3 Years
17.88%
20.59%
Beta – 1 Year
1.03
0.80
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.99
1.34
Sharpe Ratio – 3 Years
0.81
1.78
Worst Rolling Year
13.69%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.50%
−12.22%
Recovery Period
429 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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%