Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
28.59%
7.61%
1 Year
28.02%
−0.76%
3 Years
18.67%
11.28%
5 Years
17.18%
9.58%
Since Inception
20.03%
11.67%
Fund Age
5 yrs 4 mo
7 yrs 11 mo
AUM
₹221.27 Cr
₹12.5 Cr
Alpha – 1 Year
28.37%
−3.74%
Alpha – 3 Years
9.68%
−0.61%
Information Ratio – 3 Years
0.87
-0.06
Volatility – 1 Year
22.32%
20.02%
Volatility – 3 Years
17.88%
16.21%
Beta – 1 Year
1.03
1.05
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
0.99
-0.22
Sharpe Ratio – 3 Years
0.81
0.41
Worst Rolling Year
13.69%
8.66%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−20.50%
−24.66%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 36% · M 30% · S 35%
Number of Stocks
29
15
Portfolio P/E
37.50
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%