Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
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
1.08%
8.72%
6 Months
1.74%
28.59%
1 Year
10.49%
28.02%
3 Years
12.80%
18.67%
5 Years
12.91%
17.18%
Since Inception
15.37%
20.03%
Fund Age
7 yrs 7 mo
5 yrs 4 mo
AUM
₹15.96 Cr
₹221.27 Cr
Alpha – 1 Year
10.84%
28.37%
Alpha – 3 Years
3.80%
9.68%
Information Ratio – 3 Years
0.47
0.87
Volatility – 1 Year
19.22%
22.32%
Volatility – 3 Years
17.53%
17.88%
Beta – 1 Year
1.18
1.03
Beta – 3 Years
1.15
0.95
Sharpe Ratio – 1 Year
0.34
0.99
Sharpe Ratio – 3 Years
0.48
0.81
Worst Rolling Year
12.46%
13.69%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−19.38%
−20.50%
Recovery Period
275 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 19% · M 4% · S 74%
Number of Stocks
38
29
Portfolio P/E
24.65
37.50
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / – / –