Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.63%
8.72%
6 Months
8.65%
28.59%
1 Year
10.66%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
22.10%
20.03%
Fund Age
2 yrs 7 mo
5 yrs 4 mo
AUM
₹374.18 Cr
₹221.27 Cr
Alpha – 1 Year
2.92%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
10.32%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
0.27
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.50
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−8.56%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 49% · M 41% · S 9%
L 19% · M 4% · S 74%
Number of Stocks
37
29
Portfolio P/E
19.24
37.50
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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% / – / –