Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
8.72%
6 Months
−2.32%
28.59%
1 Year
−4.30%
28.02%
3 Years
4.86%
18.67%
5 Years
5.12%
17.18%
Since Inception
13.15%
20.03%
Fund Age
16 yrs 7 mo
5 yrs 4 mo
AUM
₹21.07 Cr
₹221.27 Cr
Alpha – 1 Year
−7.28%
28.37%
Alpha – 3 Years
−7.02%
9.68%
Information Ratio – 3 Years
-1.10
0.87
Volatility – 1 Year
16.85%
22.32%
Volatility – 3 Years
18.06%
17.88%
Beta – 1 Year
0.95
1.03
Beta – 3 Years
1.07
0.95
Sharpe Ratio – 1 Year
-0.50
0.99
Sharpe Ratio – 3 Years
0.05
0.81
Worst Rolling Year
-4.57%
13.69%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−24.09%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
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
41.34
37.50
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –