Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
8.72%
6 Months
10.60%
28.59%
1 Year
2.51%
28.02%
3 Years
7.68%
18.67%
5 Years
9.38%
17.18%
Since Inception
10.51%
20.03%
Fund Age
9 yrs 6 mo
5 yrs 4 mo
AUM
₹804.15 Cr
₹221.27 Cr
Alpha – 1 Year
2.94%
28.37%
Alpha – 3 Years
−0.89%
9.68%
Information Ratio – 3 Years
-0.08
0.87
Volatility – 1 Year
21.76%
22.32%
Volatility – 3 Years
17.30%
17.88%
Beta – 1 Year
1.23
1.03
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
-0.04
0.99
Sharpe Ratio – 3 Years
0.20
0.81
Worst Rolling Year
-3.22%
13.69%
Value at Worst Rolling Year
₹0.97 Cr
₹1.14 Cr
Deepest Drawdown
−26.72%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 19% · M 4% · S 74%
Number of Stocks
42
29
Portfolio P/E
35.23
37.50
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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 · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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)
3% / 2% / 1%
1% / – / –