Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap 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
−1.86%
8.72%
6 Months
0.50%
28.59%
1 Year
6.34%
28.02%
3 Years
19.74%
18.67%
5 Years
16.62%
17.18%
Since Inception
20.10%
20.03%
Fund Age
6 yrs 1 mo
5 yrs 4 mo
AUM
₹56.91 Cr
₹221.27 Cr
Alpha – 1 Year
1.64%
28.37%
Alpha – 3 Years
7.64%
9.68%
Information Ratio – 3 Years
0.90
0.87
Volatility – 1 Year
16.52%
22.32%
Volatility – 3 Years
17.18%
17.88%
Beta – 1 Year
0.89
1.03
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
0.14
0.99
Sharpe Ratio – 3 Years
0.84
0.81
Worst Rolling Year
18.93%
13.69%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−18.72%
−20.50%
Recovery Period
245 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 19% · M 4% · S 74%
Number of Stocks
20
29
Portfolio P/E
27.00
37.50
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –