Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
8.72%
6 Months
26.95%
28.59%
1 Year
13.12%
28.02%
3 Years
17.80%
18.67%
5 Years
15.04%
17.18%
Since Inception
22.70%
20.03%
Fund Age
8 yrs
5 yrs 4 mo
AUM
₹357.26 Cr
₹221.27 Cr
Alpha – 1 Year
10.14%
28.37%
Alpha – 3 Years
5.90%
9.68%
Information Ratio – 3 Years
0.31
0.87
Volatility – 1 Year
32.38%
22.32%
Volatility – 3 Years
25.45%
17.88%
Beta – 1 Year
1.68
1.03
Beta – 3 Years
1.37
0.95
Sharpe Ratio – 1 Year
0.36
0.99
Sharpe Ratio – 3 Years
0.56
0.81
Worst Rolling Year
11.19%
13.69%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−26.50%
−20.50%
Recovery Period
80 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 19% · M 4% · S 74%
Number of Stocks
42
29
Portfolio P/E
42.01
37.50
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –