Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
8.72%
6 Months
9.28%
28.59%
1 Year
4.13%
28.02%
3 Years
7.71%
18.67%
5 Years
8.27%
17.18%
Since Inception
11.49%
20.03%
Fund Age
8 yrs 5 mo
5 yrs 4 mo
AUM
₹123.55 Cr
₹221.27 Cr
Alpha – 1 Year
−0.59%
28.37%
Alpha – 3 Years
−4.38%
9.68%
Information Ratio – 3 Years
-0.33
0.87
Volatility – 1 Year
21.50%
22.32%
Volatility – 3 Years
16.95%
17.88%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.02
0.99
Sharpe Ratio – 3 Years
0.26
0.81
Worst Rolling Year
7.04%
13.69%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−24.41%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 19% · M 4% · S 74%
Number of Stocks
20
29
Portfolio P/E
49.58
37.50
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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% / – / –