Portfolio Management Services (PMS)Compare Schemes
Narnolia - MultiCap Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Narnolia - MultiCap Strategy
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.96%
8.72%
6 Months
0.48%
28.59%
1 Year
5.92%
28.02%
3 Years
7.42%
18.67%
5 Years
7.02%
17.18%
Since Inception
14.49%
20.03%
Fund Age
14 yrs 5 mo
5 yrs 4 mo
AUM
₹332.27 Cr
₹221.27 Cr
Alpha – 1 Year
6.27%
28.37%
Alpha – 3 Years
−1.58%
9.68%
Information Ratio – 3 Years
-0.22
0.87
Volatility – 1 Year
17.19%
22.32%
Volatility – 3 Years
15.80%
17.88%
Beta – 1 Year
1.07
1.03
Beta – 3 Years
1.06
0.95
Sharpe Ratio – 1 Year
0.12
0.99
Sharpe Ratio – 3 Years
0.21
0.81
Worst Rolling Year
-8.23%
13.69%
Value at Worst Rolling Year
₹0.92 Cr
₹1.14 Cr
Deepest Drawdown
−19.80%
−20.50%
Recovery Period
265 days
429 days
1-Year Rolling Windows Positive
95.19%
100.00%
Median Rolling Year
13.21%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 13% · S 28%
L 19% · M 4% · S 74%
Number of Stocks
27
29
Portfolio P/E
36.45
37.50
Top 5 Holdings
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
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 · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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)
1% / 0% / 0%
1% / – / –