Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
8.72%
6 Months
5.09%
28.59%
1 Year
0.26%
28.02%
3 Years
9.53%
18.67%
5 Years
5.40%
17.18%
Since Inception
12.09%
20.03%
Fund Age
8 yrs 5 mo
5 yrs 4 mo
AUM
₹1,644.09 Cr
₹221.27 Cr
Alpha – 1 Year
0.61%
28.37%
Alpha – 3 Years
0.54%
9.68%
Information Ratio – 3 Years
0.06
0.87
Volatility – 1 Year
17.94%
22.32%
Volatility – 3 Years
17.25%
17.88%
Beta – 1 Year
1.03
1.03
Beta – 3 Years
1.11
0.95
Sharpe Ratio – 1 Year
-0.20
0.99
Sharpe Ratio – 3 Years
0.31
0.81
Worst Rolling Year
2.29%
13.69%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−21.60%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 19% · M 4% · S 74%
Number of Stocks
20
29
Portfolio P/E
34.38
37.50
Top 5 Holdings
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
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 · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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% / – / –