Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
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
5.36%
8.72%
6 Months
17.83%
28.59%
1 Year
22.60%
28.02%
3 Years
18.89%
18.67%
5 Years
16.73%
17.18%
Since Inception
18.63%
20.03%
Fund Age
5 yrs 2 mo
5 yrs 4 mo
AUM
₹146.97 Cr
₹221.27 Cr
Alpha – 1 Year
17.88%
28.37%
Alpha – 3 Years
6.80%
9.68%
Information Ratio – 3 Years
0.75
0.87
Volatility – 1 Year
20.18%
22.32%
Volatility – 3 Years
16.94%
17.88%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
0.94
0.95
Sharpe Ratio – 1 Year
0.85
0.99
Sharpe Ratio – 3 Years
0.80
0.81
Worst Rolling Year
15.50%
13.69%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−17.05%
−20.50%
Recovery Period
199 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 19% · M 4% · S 74%
Number of Stocks
32
29
Portfolio P/E
39.10
37.50
Top 5 Holdings
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
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 · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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% / – / –