Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
8.72%
6 Months
24.60%
28.59%
1 Year
7.56%
28.02%
3 Years
20.98%
18.67%
5 Years
—
17.18%
Since Inception
24.10%
20.03%
Fund Age
4 yrs 4 mo
5 yrs 4 mo
AUM
₹3.89 Cr
₹221.27 Cr
Alpha – 1 Year
4.58%
28.37%
Alpha – 3 Years
9.08%
9.68%
Information Ratio – 3 Years
0.07
0.87
Volatility – 1 Year
32.74%
22.32%
Volatility – 3 Years
27.24%
17.88%
Beta – 1 Year
1.49
1.03
Beta – 3 Years
1.30
0.95
Sharpe Ratio – 1 Year
0.20
0.99
Sharpe Ratio – 3 Years
0.49
0.81
Worst Rolling Year
17.91%
13.69%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−34.40%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
27
29
Portfolio P/E
52.77
37.50
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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% / – / –