Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
8.72%
6 Months
19.62%
28.59%
1 Year
12.19%
28.02%
3 Years
23.51%
18.67%
5 Years
13.96%
17.18%
Since Inception
23.13%
20.03%
Fund Age
6 yrs 7 mo
5 yrs 4 mo
AUM
₹2,332.81 Cr
₹221.27 Cr
Alpha – 1 Year
9.21%
28.37%
Alpha – 3 Years
11.63%
9.68%
Information Ratio – 3 Years
0.83
0.87
Volatility – 1 Year
26.11%
22.32%
Volatility – 3 Years
21.82%
17.88%
Beta – 1 Year
1.32
1.03
Beta – 3 Years
1.14
0.95
Sharpe Ratio – 1 Year
0.33
0.99
Sharpe Ratio – 3 Years
0.83
0.81
Worst Rolling Year
12.50%
13.69%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−24.27%
−20.50%
Recovery Period
461 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 19% · M 4% · S 74%
Number of Stocks
33
29
Portfolio P/E
52.72
37.50
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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% / – / –