Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
8.72%
6 Months
10.82%
28.59%
1 Year
8.67%
28.02%
3 Years
13.08%
18.67%
5 Years
15.51%
17.18%
Since Inception
26.40%
20.03%
Fund Age
6 yrs
5 yrs 4 mo
AUM
₹5,996.39 Cr
₹221.27 Cr
Alpha – 1 Year
3.95%
28.37%
Alpha – 3 Years
0.99%
9.68%
Information Ratio – 3 Years
0.24
0.87
Volatility – 1 Year
22.00%
22.32%
Volatility – 3 Years
18.61%
17.88%
Beta – 1 Year
1.19
1.03
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.24
0.99
Sharpe Ratio – 3 Years
0.55
0.81
Worst Rolling Year
12.98%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−22.98%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 19% · M 4% · S 74%
Number of Stocks
30
29
Portfolio P/E
25.07
37.50
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank 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 · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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% / – / –