Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
8.72%
6 Months
5.51%
28.59%
1 Year
6.39%
28.02%
3 Years
13.57%
18.67%
5 Years
12.29%
17.18%
Since Inception
17.45%
20.03%
Fund Age
16 yrs 9 mo
5 yrs 4 mo
AUM
₹2,223.2 Cr
₹221.27 Cr
Alpha – 1 Year
1.67%
28.37%
Alpha – 3 Years
1.48%
9.68%
Information Ratio – 3 Years
0.57
0.87
Volatility – 1 Year
18.05%
22.32%
Volatility – 3 Years
15.15%
17.88%
Beta – 1 Year
1.02
1.03
Beta – 3 Years
0.96
0.95
Sharpe Ratio – 1 Year
0.14
0.99
Sharpe Ratio – 3 Years
0.62
0.81
Worst Rolling Year
-5.62%
13.69%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−17.96%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 25% · S 21%
L 19% · M 4% · S 74%
Number of Stocks
55
29
Portfolio P/E
35.38
37.50
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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
—
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% / 0% / 0%
1% / – / –