Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
8.72%
6 Months
7.57%
28.59%
1 Year
24.83%
28.02%
3 Years
11.31%
18.67%
5 Years
11.03%
17.18%
Since Inception
14.72%
20.03%
Fund Age
7 yrs 4 mo
5 yrs 4 mo
AUM
₹2.98 Cr
₹221.27 Cr
Alpha – 1 Year
20.11%
28.37%
Alpha – 3 Years
−0.77%
9.68%
Information Ratio – 3 Years
-0.21
0.87
Volatility – 1 Year
23.09%
22.32%
Volatility – 3 Years
22.29%
17.88%
Beta – 1 Year
1.17
1.03
Beta – 3 Years
1.15
0.95
Sharpe Ratio – 1 Year
0.85
0.99
Sharpe Ratio – 3 Years
0.40
0.81
Worst Rolling Year
5.08%
13.69%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−34.65%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 19% · M 4% · S 74%
Number of Stocks
10
29
Portfolio P/E
24.78
37.50
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
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)
2% / 1% / 0%
1% / – / –