Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.38%
8.72%
6 Months
7.13%
28.59%
1 Year
11.04%
28.02%
3 Years
7.66%
18.67%
5 Years
8.70%
17.18%
Since Inception
14.13%
20.03%
Fund Age
6 yrs 10 mo
5 yrs 4 mo
AUM
₹3.45 Cr
₹221.27 Cr
Alpha – 1 Year
8.06%
28.37%
Alpha – 3 Years
−4.24%
9.68%
Information Ratio – 3 Years
-0.53
0.87
Volatility – 1 Year
15.44%
22.32%
Volatility – 3 Years
15.96%
17.88%
Beta – 1 Year
0.84
1.03
Beta – 3 Years
0.91
0.95
Sharpe Ratio – 1 Year
0.40
0.99
Sharpe Ratio – 3 Years
0.20
0.81
Worst Rolling Year
3.12%
13.69%
Value at Worst Rolling Year
₹1.03 Cr
₹1.14 Cr
Deepest Drawdown
−27.30%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 36%
L 19% · M 4% · S 74%
Number of Stocks
23
29
Portfolio P/E
34.11
37.50
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
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 · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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% / – / –