Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
8.72%
6 Months
7.53%
28.59%
1 Year
10.69%
28.02%
3 Years
9.96%
18.67%
5 Years
10.97%
17.18%
Since Inception
20.53%
20.03%
Fund Age
14 yrs 7 mo
5 yrs 4 mo
AUM
₹132.39 Cr
₹221.27 Cr
Alpha – 1 Year
5.97%
28.37%
Alpha – 3 Years
−2.13%
9.68%
Information Ratio – 3 Years
-0.28
0.87
Volatility – 1 Year
20.88%
22.32%
Volatility – 3 Years
19.08%
17.88%
Beta – 1 Year
1.15
1.03
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.34
0.99
Sharpe Ratio – 3 Years
0.32
0.81
Worst Rolling Year
-4.87%
13.69%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−22.42%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 19% · M 4% · S 74%
Number of Stocks
23
29
Portfolio P/E
60.38
37.50
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
—
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)
0% / 0% / 0%
1% / – / –