Portfolio Management Services (PMS)Compare Schemes
Shepherds Hill - Value Magno vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Shepherds Hill - Value Magno
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
8.72%
6 Months
5.44%
28.59%
1 Year
6.80%
28.02%
3 Years
17.32%
18.67%
5 Years
18.10%
17.18%
Since Inception
16.54%
20.03%
Fund Age
11 yrs 1 mo
5 yrs 4 mo
AUM
₹120.51 Cr
₹221.27 Cr
Alpha – 1 Year
3.04%
28.37%
Alpha – 3 Years
6.42%
9.68%
Information Ratio – 3 Years
0.53
0.87
Volatility – 1 Year
13.99%
22.32%
Volatility – 3 Years
15.09%
17.88%
Beta – 1 Year
0.76
1.03
Beta – 3 Years
0.68
0.95
Sharpe Ratio – 1 Year
0.16
0.99
Sharpe Ratio – 3 Years
0.86
0.81
Worst Rolling Year
-18.71%
13.69%
Value at Worst Rolling Year
₹0.81 Cr
₹1.14 Cr
Deepest Drawdown
−12.53%
−20.50%
Recovery Period
92 days
429 days
1-Year Rolling Windows Positive
77.50%
100.00%
Median Rolling Year
19.23%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 5% · S 66%
L 19% · M 4% · S 74%
Number of Stocks
16
29
Portfolio P/E
—
37.50
Top 5 Holdings
—
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
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
22% of profit, above 6%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –