Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
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
3.44%
8.72%
6 Months
14.84%
28.59%
1 Year
−4.03%
28.02%
3 Years
5.65%
18.67%
5 Years
—
17.18%
Since Inception
11.22%
20.03%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹83.14 Cr
₹221.27 Cr
Alpha – 1 Year
−3.68%
28.37%
Alpha – 3 Years
−3.35%
9.68%
Information Ratio – 3 Years
-0.26
0.87
Volatility – 1 Year
22.60%
22.32%
Volatility – 3 Years
18.97%
17.88%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
-0.31
0.99
Sharpe Ratio – 3 Years
0.11
0.81
Worst Rolling Year
4.98%
13.69%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−33.20%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 28% · S 60%
L 19% · M 4% · S 74%
Number of Stocks
27
29
Portfolio P/E
28.70
37.50
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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)
3% / 2% / 1%
1% / – / –