Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
JM-Apex
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
8.72%
6 Months
17.39%
28.59%
1 Year
20.93%
28.02%
3 Years
17.01%
18.67%
5 Years
—
17.18%
Since Inception
19.54%
20.03%
Fund Age
3 yrs 6 mo
5 yrs 4 mo
AUM
₹615.02 Cr
₹221.27 Cr
Alpha – 1 Year
16.21%
28.37%
Alpha – 3 Years
4.92%
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
19.36%
22.32%
Volatility – 3 Years
18.51%
17.88%
Beta – 1 Year
1.01
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.81
0.99
Sharpe Ratio – 3 Years
0.72
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.79%
−20.50%
Recovery Period
45 days
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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
—
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% / 0%
1% / – / –