Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
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
1.29%
8.72%
6 Months
−4.12%
28.59%
1 Year
1.97%
28.02%
3 Years
12.30%
18.67%
5 Years
12.28%
17.18%
Since Inception
12.08%
20.03%
Fund Age
5 yrs
5 yrs 4 mo
AUM
₹27.16 Cr
₹221.27 Cr
Alpha – 1 Year
−2.75%
28.37%
Alpha – 3 Years
0.21%
9.68%
Information Ratio – 3 Years
0.08
0.87
Volatility – 1 Year
18.26%
22.32%
Volatility – 3 Years
15.26%
17.88%
Beta – 1 Year
1.01
1.03
Beta – 3 Years
0.92
0.95
Sharpe Ratio – 1 Year
-0.09
0.99
Sharpe Ratio – 3 Years
0.53
0.81
Worst Rolling Year
12.19%
13.69%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−16.54%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 19% · M 4% · S 74%
Number of Stocks
27
29
Portfolio P/E
24.88
37.50
Top 5 Holdings
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
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
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
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)
0% / 0% / 0%
1% / – / –