Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
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
0.25%
8.72%
6 Months
15.19%
28.59%
1 Year
3.21%
28.02%
3 Years
19.65%
18.67%
5 Years
—
17.18%
Since Inception
25.09%
20.03%
Fund Age
3 yrs 5 mo
5 yrs 4 mo
AUM
₹4,148.34 Cr
₹221.27 Cr
Alpha – 1 Year
0.23%
28.37%
Alpha – 3 Years
7.77%
9.68%
Information Ratio – 3 Years
0.62
0.87
Volatility – 1 Year
21.54%
22.32%
Volatility – 3 Years
22.15%
17.88%
Beta – 1 Year
1.06
1.03
Beta – 3 Years
1.15
0.95
Sharpe Ratio – 1 Year
-0.01
0.99
Sharpe Ratio – 3 Years
0.68
0.81
Worst Rolling Year
19.49%
13.69%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−27.91%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
55.82
37.50
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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% / – / –