Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
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
3.66%
8.72%
6 Months
18.51%
28.59%
1 Year
2.32%
28.02%
3 Years
8.56%
18.67%
5 Years
13.23%
17.18%
Since Inception
12.52%
20.03%
Fund Age
10 yrs
5 yrs 4 mo
AUM
₹60.22 Cr
₹221.27 Cr
Alpha – 1 Year
2.67%
28.37%
Alpha – 3 Years
−0.44%
9.68%
Information Ratio – 3 Years
-0.03
0.87
Volatility – 1 Year
27.56%
22.32%
Volatility – 3 Years
21.93%
17.88%
Beta – 1 Year
1.33
1.03
Beta – 3 Years
1.17
0.95
Sharpe Ratio – 1 Year
0.01
0.99
Sharpe Ratio – 3 Years
0.24
0.81
Worst Rolling Year
-13.90%
13.69%
Value at Worst Rolling Year
₹0.86 Cr
₹1.14 Cr
Deepest Drawdown
−31.68%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 3% · S 93%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
25.30
37.50
Top 5 Holdings
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
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 · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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% / – / –