Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
8.72%
6 Months
−2.07%
28.59%
1 Year
−0.17%
28.02%
3 Years
9.32%
18.67%
5 Years
7.90%
17.18%
Since Inception
11.39%
20.03%
Fund Age
7 yrs 6 mo
5 yrs 4 mo
AUM
₹2.61 Cr
₹221.27 Cr
Alpha – 1 Year
0.18%
28.37%
Alpha – 3 Years
0.32%
9.68%
Information Ratio – 3 Years
0.24
0.87
Volatility – 1 Year
16.91%
22.32%
Volatility – 3 Years
14.31%
17.88%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
1.01
0.95
Sharpe Ratio – 1 Year
-0.24
0.99
Sharpe Ratio – 3 Years
0.31
0.81
Worst Rolling Year
7.30%
13.69%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−17.23%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
24.76
37.50
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –