Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
8.72%
6 Months
8.20%
28.59%
1 Year
10.87%
28.02%
3 Years
16.09%
18.67%
5 Years
14.49%
17.18%
Since Inception
9.93%
20.03%
Fund Age
8 yrs 9 mo
5 yrs 4 mo
AUM
₹64.23 Cr
₹221.27 Cr
Alpha – 1 Year
7.11%
28.37%
Alpha – 3 Years
5.20%
9.68%
Information Ratio – 3 Years
0.63
0.87
Volatility – 1 Year
21.13%
22.32%
Volatility – 3 Years
19.82%
17.88%
Beta – 1 Year
1.16
1.03
Beta – 3 Years
1.20
0.95
Sharpe Ratio – 1 Year
0.35
0.99
Sharpe Ratio – 3 Years
0.59
0.81
Worst Rolling Year
-6.69%
13.69%
Value at Worst Rolling Year
₹0.93 Cr
₹1.14 Cr
Deepest Drawdown
−22.93%
−20.50%
Recovery Period
496 days
429 days
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 25% · S 42%
L 19% · M 4% · S 74%
Number of Stocks
42
29
Portfolio P/E
23.92
37.50
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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 · 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)
1% / 1% / –
1% / – / –