Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
8.72%
6 Months
2.02%
28.59%
1 Year
0.60%
28.02%
3 Years
8.21%
18.67%
5 Years
5.75%
17.18%
Since Inception
9.73%
20.03%
Fund Age
6 yrs
5 yrs 4 mo
AUM
₹128.19 Cr
₹221.27 Cr
Alpha – 1 Year
1.03%
28.37%
Alpha – 3 Years
−0.36%
9.68%
Information Ratio – 3 Years
0.12
0.87
Volatility – 1 Year
19.24%
22.32%
Volatility – 3 Years
14.76%
17.88%
Beta – 1 Year
1.13
1.03
Beta – 3 Years
0.95
0.95
Sharpe Ratio – 1 Year
-0.16
0.99
Sharpe Ratio – 3 Years
0.24
0.81
Worst Rolling Year
0.20%
13.69%
Value at Worst Rolling Year
₹1.00 Cr
₹1.14 Cr
Deepest Drawdown
−18.72%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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)
0% / 0% / 0%
1% / – / –