Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
8.72%
6 Months
12.65%
28.59%
1 Year
22.80%
28.02%
3 Years
18.05%
18.67%
5 Years
41.98%
17.18%
Since Inception
7.54%
20.03%
Fund Age
9 yrs 2 mo
5 yrs 4 mo
AUM
₹9.17 Cr
₹221.27 Cr
Alpha – 1 Year
24.84%
28.37%
Alpha – 3 Years
11.40%
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
21.50%
22.32%
Volatility – 3 Years
17.94%
17.88%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.82
0.99
Sharpe Ratio – 3 Years
0.76
0.81
Worst Rolling Year
-34.33%
13.69%
Value at Worst Rolling Year
₹0.66 Cr
₹1.14 Cr
Deepest Drawdown
−18.33%
−20.50%
Recovery Period
81 days
429 days
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
18.30%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 19% · M 4% · S 74%
Number of Stocks
18
29
Portfolio P/E
18.68
37.50
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –