Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.36%
8.72%
6 Months
18.59%
28.59%
1 Year
13.77%
28.02%
3 Years
9.52%
18.67%
5 Years
8.40%
17.18%
Since Inception
10.24%
20.03%
Fund Age
11 yrs
5 yrs 4 mo
AUM
₹20.83 Cr
₹221.27 Cr
Alpha – 1 Year
14.12%
28.37%
Alpha – 3 Years
0.53%
9.68%
Information Ratio – 3 Years
0.07
0.87
Volatility – 1 Year
22.14%
22.32%
Volatility – 3 Years
20.01%
17.88%
Beta – 1 Year
1.14
1.03
Beta – 3 Years
1.14
0.95
Sharpe Ratio – 1 Year
0.45
0.99
Sharpe Ratio – 3 Years
0.29
0.81
Worst Rolling Year
-15.27%
13.69%
Value at Worst Rolling Year
₹0.85 Cr
₹1.14 Cr
Deepest Drawdown
−27.52%
−20.50%
Recovery Period
441 days
429 days
1-Year Rolling Windows Positive
76.89%
100.00%
Median Rolling Year
10.76%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 9% · S 77%
L 19% · M 4% · S 74%
Number of Stocks
25
29
Portfolio P/E
29.80
37.50
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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)
3% / 2% / 1%
1% / – / –