Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
8.72%
6 Months
−1.55%
28.59%
1 Year
2.26%
28.02%
3 Years
3.37%
18.67%
5 Years
4.66%
17.18%
Since Inception
9.07%
20.03%
Fund Age
6 yrs 8 mo
5 yrs 4 mo
AUM
₹55.15 Cr
₹221.27 Cr
Alpha – 1 Year
−0.72%
28.37%
Alpha – 3 Years
−8.51%
9.68%
Information Ratio – 3 Years
-1.16
0.87
Volatility – 1 Year
17.30%
22.32%
Volatility – 3 Years
16.20%
17.88%
Beta – 1 Year
0.96
1.03
Beta – 3 Years
0.96
0.95
Sharpe Ratio – 1 Year
-0.10
0.99
Sharpe Ratio – 3 Years
-0.05
0.81
Worst Rolling Year
0.65%
13.69%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−23.57%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.70%
100.00%
Median Rolling Year
10.16%
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
31.94
37.50
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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% / – / –