Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
8.72%
6 Months
11.98%
28.59%
1 Year
18.12%
28.02%
3 Years
18.24%
18.67%
5 Years
—
17.18%
Since Inception
20.21%
20.03%
Fund Age
4 yrs 8 mo
5 yrs 4 mo
AUM
₹424.87 Cr
₹221.27 Cr
Alpha – 1 Year
13.40%
28.37%
Alpha – 3 Years
6.15%
9.68%
Information Ratio – 3 Years
0.85
0.87
Volatility – 1 Year
22.44%
22.32%
Volatility – 3 Years
19.69%
17.88%
Beta – 1 Year
1.22
1.03
Beta – 3 Years
1.10
0.95
Sharpe Ratio – 1 Year
0.61
0.99
Sharpe Ratio – 3 Years
0.80
0.81
Worst Rolling Year
18.24%
13.69%
Value at Worst Rolling Year
₹1.18 Cr
₹1.14 Cr
Deepest Drawdown
−25.57%
−20.50%
Recovery Period
337 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.33%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
L 19% · M 4% · S 74%
Number of Stocks
30
29
Portfolio P/E
23.45
37.50
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –