Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
8.72%
6 Months
10.76%
28.59%
1 Year
8.14%
28.02%
3 Years
7.76%
18.67%
5 Years
10.03%
17.18%
Since Inception
11.69%
20.03%
Fund Age
6 yrs 8 mo
5 yrs 4 mo
AUM
₹87.23 Cr
₹221.27 Cr
Alpha – 1 Year
8.57%
28.37%
Alpha – 3 Years
−0.81%
9.68%
Information Ratio – 3 Years
0.02
0.87
Volatility – 1 Year
23.09%
22.32%
Volatility – 3 Years
18.26%
17.88%
Beta – 1 Year
1.29
1.03
Beta – 3 Years
1.11
0.95
Sharpe Ratio – 1 Year
0.21
0.99
Sharpe Ratio – 3 Years
0.22
0.81
Worst Rolling Year
6.59%
13.69%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−25.42%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 19% · M 4% · S 74%
Number of Stocks
41
29
Portfolio P/E
25.23
37.50
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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% / – / –