Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
White Whale - North Star 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%
1.86%
6 Months
28.59%
12.33%
1 Year
28.02%
4.88%
3 Years
18.67%
11.50%
5 Years
17.18%
8.05%
Since Inception
20.03%
12.28%
Fund Age
5 yrs 4 mo
5 yrs 9 mo
AUM
₹221.27 Cr
₹65.79 Cr
Alpha – 1 Year
28.37%
5.23%
Alpha – 3 Years
9.68%
2.50%
Information Ratio – 3 Years
0.87
0.20
Volatility – 1 Year
22.32%
22.05%
Volatility – 3 Years
17.88%
16.19%
Beta – 1 Year
1.03
1.25
Beta – 3 Years
0.95
0.98
Sharpe Ratio – 1 Year
0.99
0.08
Sharpe Ratio – 3 Years
0.81
0.38
Worst Rolling Year
13.69%
2.51%
Value at Worst Rolling Year
₹1.14 Cr
₹1.03 Cr
Deepest Drawdown
−20.50%
−22.63%
Recovery Period
429 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 46% · M 9% · S 40%
Number of Stocks
29
16
Portfolio P/E
37.50
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1% / 0%