Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
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
0.78%
8.72%
6 Months
11.75%
28.59%
1 Year
−2.37%
28.02%
3 Years
17.81%
18.67%
5 Years
14.66%
17.18%
Since Inception
18.91%
20.03%
Fund Age
23 yrs 5 mo
5 yrs 4 mo
AUM
₹3,220.2 Cr
₹221.27 Cr
Alpha – 1 Year
−5.35%
28.37%
Alpha – 3 Years
5.93%
9.68%
Information Ratio – 3 Years
0.54
0.87
Volatility – 1 Year
21.49%
22.32%
Volatility – 3 Years
20.84%
17.88%
Beta – 1 Year
1.07
1.03
Beta – 3 Years
1.13
0.95
Sharpe Ratio – 1 Year
-0.27
0.99
Sharpe Ratio – 3 Years
0.64
0.81
Worst Rolling Year
-7.44%
13.69%
Value at Worst Rolling Year
₹0.93 Cr
₹1.14 Cr
Deepest Drawdown
−27.33%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 19% · M 4% · S 74%
Number of Stocks
27
29
Portfolio P/E
57.85
37.50
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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% / – / –