Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.26%
8.72%
6 Months
4.25%
28.59%
1 Year
−3.44%
28.02%
3 Years
9.79%
18.67%
5 Years
—
17.18%
Since Inception
10.87%
20.03%
Fund Age
3 yrs
5 yrs 4 mo
AUM
₹15.27 Cr
₹221.27 Cr
Alpha – 1 Year
−3.09%
28.37%
Alpha – 3 Years
0.79%
9.68%
Information Ratio – 3 Years
0.12
0.87
Volatility – 1 Year
22.93%
22.32%
Volatility – 3 Years
21.19%
17.88%
Beta – 1 Year
1.23
1.03
Beta – 3 Years
1.16
0.95
Sharpe Ratio – 1 Year
-0.28
0.99
Sharpe Ratio – 3 Years
0.30
0.81
Worst Rolling Year
9.80%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−27.79%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 19% · M 4% · S 74%
Number of Stocks
46
29
Portfolio P/E
22.80
37.50
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / – / –