Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
8.72%
6 Months
10.71%
28.59%
1 Year
14.18%
28.02%
3 Years
22.17%
18.67%
5 Years
23.46%
17.18%
Since Inception
19.11%
20.03%
Fund Age
8 yrs
5 yrs 4 mo
AUM
₹120.99 Cr
₹221.27 Cr
Alpha – 1 Year
9.46%
28.37%
Alpha – 3 Years
10.08%
9.68%
Information Ratio – 3 Years
0.87
0.87
Volatility – 1 Year
18.02%
22.32%
Volatility – 3 Years
20.69%
17.88%
Beta – 1 Year
1.00
1.03
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.53
0.99
Sharpe Ratio – 3 Years
0.83
0.81
Worst Rolling Year
9.94%
13.69%
Value at Worst Rolling Year
₹1.10 Cr
₹1.14 Cr
Deepest Drawdown
−25.91%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
32.64%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 19% · M 4% · S 74%
Number of Stocks
19
29
Portfolio P/E
29.90
37.50
Top 5 Holdings
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
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 · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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% / – / –