Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
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
10.24%
8.72%
6 Months
31.65%
28.59%
1 Year
26.47%
28.02%
3 Years
18.72%
18.67%
5 Years
16.28%
17.18%
Since Inception
14.51%
20.03%
Fund Age
10 yrs 10 mo
5 yrs 4 mo
AUM
₹423.36 Cr
₹221.27 Cr
Alpha – 1 Year
21.75%
28.37%
Alpha – 3 Years
6.63%
9.68%
Information Ratio – 3 Years
0.36
0.87
Volatility – 1 Year
28.25%
22.32%
Volatility – 3 Years
24.90%
17.88%
Beta – 1 Year
1.32
1.03
Beta – 3 Years
1.13
0.95
Sharpe Ratio – 1 Year
0.78
0.99
Sharpe Ratio – 3 Years
0.60
0.81
Worst Rolling Year
-5.98%
13.69%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−31.67%
−20.50%
Recovery Period
492 days
429 days
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 19% · M 4% · S 74%
Number of Stocks
62
29
Portfolio P/E
61.63
37.50
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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 · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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)
0% / 0% / 0%
1% / – / –