Portfolio Management Services (PMS)Compare Schemes
Systamatix - Dynamic Investment vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Systamatix - Dynamic Investment
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.60%
8.72%
6 Months
26.61%
28.59%
1 Year
33.69%
28.02%
3 Years
25.74%
18.67%
5 Years
21.83%
17.18%
Since Inception
—
20.03%
Fund Age
8 yrs 4 mo
5 yrs 4 mo
AUM
₹158.52 Cr
₹221.27 Cr
Alpha – 1 Year
29.93%
28.37%
Alpha – 3 Years
14.85%
9.68%
Information Ratio – 3 Years
1.52
0.87
Volatility – 1 Year
19.82%
22.32%
Volatility – 3 Years
19.44%
17.88%
Beta – 1 Year
1.03
1.03
Beta – 3 Years
1.06
0.95
Sharpe Ratio – 1 Year
1.29
0.99
Sharpe Ratio – 3 Years
1.16
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−20.50%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 28% · S 38%
L 19% · M 4% · S 74%
Number of Stocks
20
29
Portfolio P/E
—
37.50
Top 5 Holdings
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –