Portfolio Management Services (PMS)Compare Schemes
Abakkus - All Cap Approach vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Abakkus - All Cap Approach
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.37%
8.72%
6 Months
−0.19%
28.59%
1 Year
10.10%
28.02%
3 Years
12.11%
18.67%
5 Years
13.02%
17.18%
Since Inception
22.34%
20.03%
Fund Age
5 yrs 10 mo
5 yrs 4 mo
AUM
₹7,768.91 Cr
₹221.27 Cr
Alpha – 1 Year
5.38%
28.37%
Alpha – 3 Years
0.02%
9.68%
Information Ratio – 3 Years
0.42
0.87
Volatility – 1 Year
16.46%
22.32%
Volatility – 3 Years
14.48%
17.88%
Beta – 1 Year
0.92
1.03
Beta – 3 Years
0.91
0.95
Sharpe Ratio – 1 Year
0.41
0.99
Sharpe Ratio – 3 Years
0.62
0.81
Worst Rolling Year
10.43%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−20.45%
−20.50%
Recovery Period
240 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.24%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 53% · M 26% · S 13%
L 19% · M 4% · S 74%
Number of Stocks
25
29
Portfolio P/E
28.28
37.50
Top 5 Holdings
Aditya Birla Capital Ltd
Vedanta Aluminium Metal Ltd
Sun Pharmaceutical Industries Ltd
IIFL Finance Ltd
Larsen & Toubro Ltd
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%
Top Sectors
Financial Services · 31.38%
Metals & Mining · 11.26%
Healthcare · 8.89%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –