Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
8.72%
6 Months
18.13%
28.59%
1 Year
13.15%
28.02%
3 Years
14.12%
18.67%
5 Years
11.96%
17.18%
Since Inception
13.25%
20.03%
Fund Age
5 yrs 1 mo
5 yrs 4 mo
AUM
₹77.09 Cr
₹221.27 Cr
Alpha – 1 Year
10.17%
28.37%
Alpha – 3 Years
2.24%
9.68%
Information Ratio – 3 Years
0.36
0.87
Volatility – 1 Year
23.76%
22.32%
Volatility – 3 Years
19.81%
17.88%
Beta – 1 Year
1.23
1.03
Beta – 3 Years
1.14
0.95
Sharpe Ratio – 1 Year
0.40
0.99
Sharpe Ratio – 3 Years
0.50
0.81
Worst Rolling Year
8.04%
13.69%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−27.15%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 19% · M 4% · S 74%
Number of Stocks
20
29
Portfolio P/E
52.66
37.50
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
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
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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)
2% / 0% / 0%
1% / – / –