Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
8.72%
6 Months
14.31%
28.59%
1 Year
23.04%
28.02%
3 Years
17.41%
18.67%
5 Years
14.44%
17.18%
Since Inception
16.04%
20.03%
Fund Age
5 yrs 2 mo
5 yrs 4 mo
AUM
₹246.55 Cr
₹221.27 Cr
Alpha – 1 Year
18.32%
28.37%
Alpha – 3 Years
5.32%
9.68%
Information Ratio – 3 Years
0.69
0.87
Volatility – 1 Year
16.66%
22.32%
Volatility – 3 Years
14.65%
17.88%
Beta – 1 Year
0.91
1.03
Beta – 3 Years
0.83
0.95
Sharpe Ratio – 1 Year
1.02
0.99
Sharpe Ratio – 3 Years
0.82
0.81
Worst Rolling Year
13.49%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−17.20%
−20.50%
Recovery Period
198 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 19% · M 4% · S 74%
Number of Stocks
33
29
Portfolio P/E
48.70
37.50
Top 5 Holdings
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
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 · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –