Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
8.72%
6 Months
29.13%
28.59%
1 Year
20.96%
28.02%
3 Years
17.22%
18.67%
5 Years
—
17.18%
Since Inception
23.59%
20.03%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹147.56 Cr
₹221.27 Cr
Alpha – 1 Year
16.24%
28.37%
Alpha – 3 Years
5.13%
9.68%
Information Ratio – 3 Years
0.33
0.87
Volatility – 1 Year
30.80%
22.32%
Volatility – 3 Years
25.65%
17.88%
Beta – 1 Year
1.54
1.03
Beta – 3 Years
1.41
0.95
Sharpe Ratio – 1 Year
0.58
0.99
Sharpe Ratio – 3 Years
0.54
0.81
Worst Rolling Year
15.38%
13.69%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
−28.52%
−20.50%
Recovery Period
122 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.14%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 19% · M 4% · S 74%
Number of Stocks
18
29
Portfolio P/E
—
37.50
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / – / –