Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
8.72%
6 Months
21.51%
28.59%
1 Year
15.87%
28.02%
3 Years
14.38%
18.67%
5 Years
17.96%
17.18%
Since Inception
16.82%
20.03%
Fund Age
8 yrs 9 mo
5 yrs 4 mo
AUM
₹1,503.25 Cr
₹221.27 Cr
Alpha – 1 Year
11.15%
28.37%
Alpha – 3 Years
2.29%
9.68%
Information Ratio – 3 Years
0.39
0.87
Volatility – 1 Year
27.51%
22.32%
Volatility – 3 Years
22.70%
17.88%
Beta – 1 Year
1.48
1.03
Beta – 3 Years
1.25
0.95
Sharpe Ratio – 1 Year
0.47
0.99
Sharpe Ratio – 3 Years
0.50
0.81
Worst Rolling Year
1.64%
13.69%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−24.39%
−20.50%
Recovery Period
122 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 19% · M 4% · S 74%
Number of Stocks
17
29
Portfolio P/E
—
37.50
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –