Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
8.72%
6 Months
−2.22%
28.59%
1 Year
−4.46%
28.02%
3 Years
4.69%
18.67%
5 Years
4.88%
17.18%
Since Inception
9.48%
20.03%
Fund Age
8 yrs 11 mo
5 yrs 4 mo
AUM
₹242.51 Cr
₹221.27 Cr
Alpha – 1 Year
−7.44%
28.37%
Alpha – 3 Years
−7.19%
9.68%
Information Ratio – 3 Years
-1.12
0.87
Volatility – 1 Year
16.89%
22.32%
Volatility – 3 Years
18.01%
17.88%
Beta – 1 Year
0.95
1.03
Beta – 3 Years
1.07
0.95
Sharpe Ratio – 1 Year
-0.51
0.99
Sharpe Ratio – 3 Years
0.04
0.81
Worst Rolling Year
2.18%
13.69%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−24.10%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 19% · M 4% · S 74%
Number of Stocks
34
29
Portfolio P/E
41.30
37.50
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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% / – / –