Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.72%
3.26%
6 Months
28.59%
17.84%
1 Year
28.02%
16.84%
3 Years
18.67%
—
5 Years
17.18%
—
Since Inception
20.03%
22.85%
Fund Age
5 yrs 4 mo
7 mo
AUM
₹221.27 Cr
₹37.36 Cr
Alpha – 1 Year
28.37%
12.12%
Alpha – 3 Years
9.68%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
22.32%
29.93%
Volatility – 3 Years
17.88%
—
Beta – 1 Year
1.03
1.60
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.99
0.48
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
13.69%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.50%
—
Recovery Period
429 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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
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%