Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
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
2.92%
8.72%
6 Months
8.20%
28.59%
1 Year
15.48%
28.02%
3 Years
18.05%
18.67%
5 Years
15.54%
17.18%
Since Inception
14.61%
20.03%
Fund Age
10 yrs 4 mo
5 yrs 4 mo
AUM
₹747.6 Cr
₹221.27 Cr
Alpha – 1 Year
15.83%
28.37%
Alpha – 3 Years
9.06%
9.68%
Information Ratio – 3 Years
0.72
0.87
Volatility – 1 Year
18.67%
22.32%
Volatility – 3 Years
21.45%
17.88%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.31
0.95
Sharpe Ratio – 1 Year
0.58
0.99
Sharpe Ratio – 3 Years
0.64
0.81
Worst Rolling Year
-13.89%
13.69%
Value at Worst Rolling Year
₹0.86 Cr
₹1.14 Cr
Deepest Drawdown
−30.97%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 19% · M 4% · S 74%
Number of Stocks
25
29
Portfolio P/E
31.22
37.50
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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% / – / –