Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
8.72%
6 Months
20.43%
28.59%
1 Year
14.98%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
20.69%
20.03%
Fund Age
2 yrs 8 mo
5 yrs 4 mo
AUM
₹320.35 Cr
₹221.27 Cr
Alpha – 1 Year
12.00%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
24.24%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
1.26
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.46
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−12.04%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 36% · S 51%
L 19% · M 4% · S 74%
Number of Stocks
29
29
Portfolio P/E
40.22
37.50
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
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 · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
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% / – / –