Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
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
1.27%
8.72%
6 Months
11.91%
28.59%
1 Year
10.06%
28.02%
3 Years
13.81%
18.67%
5 Years
13.88%
17.18%
Since Inception
20.20%
20.03%
Fund Age
15 yrs 1 mo
5 yrs 4 mo
AUM
₹980.13 Cr
₹221.27 Cr
Alpha – 1 Year
5.36%
28.37%
Alpha – 3 Years
1.71%
9.68%
Information Ratio – 3 Years
0.21
0.87
Volatility – 1 Year
18.76%
22.32%
Volatility – 3 Years
19.39%
17.88%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
1.05
0.95
Sharpe Ratio – 1 Year
0.32
0.99
Sharpe Ratio – 3 Years
0.49
0.81
Worst Rolling Year
-23.74%
13.69%
Value at Worst Rolling Year
₹0.76 Cr
₹1.14 Cr
Deepest Drawdown
−24.32%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
84.14%
100.00%
Median Rolling Year
24.84%
18.30%
5-Year Rolling Windows Positive
95.08%
100.00%
Market-Cap Mix
L 9% · M 13% · S 73%
L 19% · M 4% · S 74%
Number of Stocks
20
29
Portfolio P/E
22.60
37.50
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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% / – / –