Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
8.72%
6 Months
−1.27%
28.59%
1 Year
2.67%
28.02%
3 Years
6.64%
18.67%
5 Years
7.83%
17.18%
Since Inception
10.74%
20.03%
Fund Age
8 yrs 1 mo
5 yrs 4 mo
AUM
₹495.64 Cr
₹221.27 Cr
Alpha – 1 Year
−0.31%
28.37%
Alpha – 3 Years
−5.24%
9.68%
Information Ratio – 3 Years
-0.72
0.87
Volatility – 1 Year
17.10%
22.32%
Volatility – 3 Years
16.45%
17.88%
Beta – 1 Year
0.95
1.03
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.08
0.99
Sharpe Ratio – 3 Years
0.14
0.81
Worst Rolling Year
6.09%
13.69%
Value at Worst Rolling Year
₹1.06 Cr
₹1.14 Cr
Deepest Drawdown
−22.30%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
31.96
37.50
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
1% / – / –