Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
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
0.82%
8.72%
6 Months
2.65%
28.59%
1 Year
10.76%
28.02%
3 Years
12.77%
18.67%
5 Years
14.58%
17.18%
Since Inception
17.50%
20.03%
Fund Age
7 yrs 7 mo
5 yrs 4 mo
AUM
₹83.87 Cr
₹221.27 Cr
Alpha – 1 Year
11.11%
28.37%
Alpha – 3 Years
3.77%
9.68%
Information Ratio – 3 Years
0.46
0.87
Volatility – 1 Year
18.53%
22.32%
Volatility – 3 Years
17.03%
17.88%
Beta – 1 Year
1.11
1.03
Beta – 3 Years
1.11
0.95
Sharpe Ratio – 1 Year
0.36
0.99
Sharpe Ratio – 3 Years
0.48
0.81
Worst Rolling Year
12.58%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−20.55%
−20.50%
Recovery Period
518 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.28%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 19% · M 4% · S 74%
Number of Stocks
51
29
Portfolio P/E
23.77
37.50
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / – / –