Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
8.72%
6 Months
14.68%
28.59%
1 Year
11.65%
28.02%
3 Years
7.09%
18.67%
5 Years
8.41%
17.18%
Since Inception
10.45%
20.03%
Fund Age
10 yrs 5 mo
5 yrs 4 mo
AUM
₹24.48 Cr
₹221.27 Cr
Alpha – 1 Year
12.00%
28.37%
Alpha – 3 Years
−1.90%
9.68%
Information Ratio – 3 Years
-0.12
0.87
Volatility – 1 Year
20.48%
22.32%
Volatility – 3 Years
16.32%
17.88%
Beta – 1 Year
1.11
1.03
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
0.36
0.99
Sharpe Ratio – 3 Years
0.15
0.81
Worst Rolling Year
-5.06%
13.69%
Value at Worst Rolling Year
₹0.95 Cr
₹1.14 Cr
Deepest Drawdown
−24.00%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
92.00%
100.00%
Median Rolling Year
9.94%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 5% · S 35%
L 19% · M 4% · S 74%
Number of Stocks
31
29
Portfolio P/E
28.34
37.50
Top 5 Holdings
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
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 · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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)
1% / – / –
1% / – / –