Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
8.72%
6 Months
25.32%
28.59%
1 Year
18.21%
28.02%
3 Years
32.70%
18.67%
5 Years
23.63%
17.18%
Since Inception
28.38%
20.03%
Fund Age
7 yrs 10 mo
5 yrs 4 mo
AUM
₹8,686.39 Cr
₹221.27 Cr
Alpha – 1 Year
13.49%
28.37%
Alpha – 3 Years
20.61%
9.68%
Information Ratio – 3 Years
1.92
0.87
Volatility – 1 Year
22.97%
22.32%
Volatility – 3 Years
19.40%
17.88%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.61
0.99
Sharpe Ratio – 3 Years
1.30
0.81
Worst Rolling Year
17.00%
13.69%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−22.23%
−20.50%
Recovery Period
227 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.47%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 19% · M 4% · S 74%
Number of Stocks
43
29
Portfolio P/E
62.25
37.50
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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)
2% / 0% / 0%
1% / – / –