Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
Tamohara - TRUFFLE
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
8.72%
6 Months
−4.71%
28.59%
1 Year
−3.08%
28.02%
3 Years
0.90%
18.67%
5 Years
2.23%
17.18%
Since Inception
3.05%
20.03%
Fund Age
8 yrs 1 mo
5 yrs 4 mo
AUM
₹0.38 Cr
₹221.27 Cr
Alpha – 1 Year
−2.73%
28.37%
Alpha – 3 Years
−8.10%
9.68%
Information Ratio – 3 Years
-0.39
0.87
Volatility – 1 Year
6.90%
22.32%
Volatility – 3 Years
8.35%
17.88%
Beta – 1 Year
0.35
1.03
Beta – 3 Years
0.40
0.95
Sharpe Ratio – 1 Year
-1.18
0.99
Sharpe Ratio – 3 Years
-0.31
0.81
Worst Rolling Year
0.90%
13.69%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−16.09%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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)
3% / 2% / 1%
1% / – / –