Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
8.72%
6 Months
6.66%
28.59%
1 Year
7.95%
28.02%
3 Years
14.01%
18.67%
5 Years
12.40%
17.18%
Since Inception
16.07%
20.03%
Fund Age
12 yrs 5 mo
5 yrs 4 mo
AUM
₹27.98 Cr
₹221.27 Cr
Alpha – 1 Year
3.23%
28.37%
Alpha – 3 Years
1.92%
9.68%
Information Ratio – 3 Years
0.55
0.87
Volatility – 1 Year
16.42%
22.32%
Volatility – 3 Years
14.36%
17.88%
Beta – 1 Year
0.92
1.03
Beta – 3 Years
0.91
0.95
Sharpe Ratio – 1 Year
0.15
0.99
Sharpe Ratio – 3 Years
0.63
0.81
Worst Rolling Year
-4.39%
13.69%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−17.36%
−20.50%
Recovery Period
532 days
429 days
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 19% · M 4% · S 74%
Number of Stocks
30
29
Portfolio P/E
29.90
37.50
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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% / – / –