Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Wallfort-Kosh Value Fund
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Wallfort-Kosh Value 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%
1.45%
6 Months
28.59%
18.06%
1 Year
28.02%
11.98%
3 Years
18.67%
—
5 Years
17.18%
—
Since Inception
20.03%
−2.78%
Fund Age
5 yrs 4 mo
1 mo
AUM
₹221.27 Cr
₹4.8 Cr
Alpha – 1 Year
28.37%
7.26%
Alpha – 3 Years
9.68%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
22.32%
30.31%
Volatility – 3 Years
17.88%
—
Beta – 1 Year
1.03
1.59
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.99
0.34
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%
Cash & Cash Equivalent · 17.58%
Tata Power Company Ltd · 15.85%
IDFC First Bank Ltd · 11.08%
Aditya Birla Real Estate Ltd · 10.39%
Indian Metals & Ferro Alloys Ltd · 9.83%
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%