Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Wright Factor 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%
10.96%
6 Months
28.59%
14.84%
1 Year
28.02%
16.93%
3 Years
18.67%
—
5 Years
17.18%
—
Since Inception
20.03%
20.33%
Fund Age
5 yrs 4 mo
3 yrs
AUM
₹221.27 Cr
₹214.05 Cr
Alpha – 1 Year
28.37%
12.21%
Alpha – 3 Years
9.68%
—
Information Ratio – 3 Years
0.87
0.51
Volatility – 1 Year
22.32%
22.29%
Volatility – 3 Years
17.88%
21.03%
Beta – 1 Year
1.03
0.97
Beta – 3 Years
0.95
0.97
Sharpe Ratio – 1 Year
0.99
0.57
Sharpe Ratio – 3 Years
0.81
0.72
Worst Rolling Year
13.69%
18.92%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−20.50%
−27.91%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 4% · S 74%
L 12% · M 21% · S 55%
Number of Stocks
29
25
Portfolio P/E
37.50
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%