Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
SMC Global - 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
5.80%
8.72%
6 Months
20.03%
28.59%
1 Year
17.27%
28.02%
3 Years
12.81%
18.67%
5 Years
11.98%
17.18%
Since Inception
14.70%
20.03%
Fund Age
6 yrs 10 mo
5 yrs 4 mo
AUM
₹201.68 Cr
₹221.27 Cr
Alpha – 1 Year
12.55%
28.37%
Alpha – 3 Years
0.73%
9.68%
Information Ratio – 3 Years
0.15
0.87
Volatility – 1 Year
22.73%
22.32%
Volatility – 3 Years
20.11%
17.88%
Beta – 1 Year
1.17
1.03
Beta – 3 Years
1.13
0.95
Sharpe Ratio – 1 Year
0.58
0.99
Sharpe Ratio – 3 Years
0.44
0.81
Worst Rolling Year
7.98%
13.69%
Value at Worst Rolling Year
₹1.08 Cr
₹1.14 Cr
Deepest Drawdown
−25.65%
−20.50%
Recovery Period
520 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.09%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 4% · S 49%
L 19% · M 4% · S 74%
Number of Stocks
24
29
Portfolio P/E
29.51
37.50
Top 5 Holdings
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
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 · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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% / – / –