Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
8.72%
6 Months
−4.32%
28.59%
1 Year
−3.76%
28.02%
3 Years
4.26%
18.67%
5 Years
5.30%
17.18%
Since Inception
15.06%
20.03%
Fund Age
16 yrs 6 mo
5 yrs 4 mo
AUM
₹6,178.21 Cr
₹221.27 Cr
Alpha – 1 Year
−6.74%
28.37%
Alpha – 3 Years
−7.62%
9.68%
Information Ratio – 3 Years
-1.54
0.87
Volatility – 1 Year
17.92%
22.32%
Volatility – 3 Years
14.61%
17.88%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
0.91
0.95
Sharpe Ratio – 1 Year
-0.43
0.99
Sharpe Ratio – 3 Years
-0.01
0.81
Worst Rolling Year
-1.02%
13.69%
Value at Worst Rolling Year
₹0.99 Cr
₹1.14 Cr
Deepest Drawdown
−20.59%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 27% · S 20%
L 19% · M 4% · S 74%
Number of Stocks
34
29
Portfolio P/E
33.48
37.50
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
1% / – / –