Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alphagen vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Accuracap - Alphagen
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
0.83%
8.72%
6 Months
10.15%
28.59%
1 Year
12.93%
28.02%
3 Years
12.10%
18.67%
5 Years
10.60%
17.18%
Since Inception
13.10%
20.03%
Fund Age
10 yrs 8 mo
5 yrs 4 mo
AUM
₹49.28 Cr
₹221.27 Cr
Alpha – 1 Year
8.21%
28.37%
Alpha – 3 Years
0.00%
9.68%
Information Ratio – 3 Years
0.10
0.87
Volatility – 1 Year
16.76%
22.32%
Volatility – 3 Years
17.14%
17.88%
Beta – 1 Year
0.93
1.03
Beta – 3 Years
1.02
0.95
Sharpe Ratio – 1 Year
0.49
0.99
Sharpe Ratio – 3 Years
0.45
0.81
Worst Rolling Year
-3.09%
13.69%
Value at Worst Rolling Year
₹0.97 Cr
₹1.14 Cr
Deepest Drawdown
−23.63%
−20.50%
Recovery Period
549 days
429 days
1-Year Rolling Windows Positive
93.47%
100.00%
Median Rolling Year
15.06%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 21% · S 22%
L 19% · M 4% · S 74%
Number of Stocks
82
29
Portfolio P/E
—
37.50
Top 5 Holdings
Hitachi Energy India Ltd · 4.44%
TVS Motor Company Ltd · 4.17%
Apollo Hospitals Enterprise Ltd · 3.97%
Hindalco Industries Ltd · 3.96%
Polycab India Ltd · 3.91%
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 · 21.09%
Capital Goods · 18.89%
Fast Moving Consumer Goods · 11.90%
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% / – / –