Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.72%
3.26%
6 Months
28.59%
4.03%
1 Year
28.02%
0.70%
3 Years
18.67%
10.01%
5 Years
17.18%
8.40%
Since Inception
20.03%
14.84%
Fund Age
5 yrs 4 mo
7 yrs 10 mo
AUM
₹221.27 Cr
₹2,937.84 Cr
Alpha – 1 Year
28.37%
−2.28%
Alpha – 3 Years
9.68%
−1.88%
Information Ratio – 3 Years
0.87
-0.37
Volatility – 1 Year
22.32%
17.90%
Volatility – 3 Years
17.88%
14.65%
Beta – 1 Year
1.03
1.00
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
0.99
-0.18
Sharpe Ratio – 3 Years
0.81
0.35
Worst Rolling Year
13.69%
7.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−20.50%
−18.24%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 58% · M 15% · S 26%
Number of Stocks
29
71
Portfolio P/E
37.50
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%