Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.72%
0.77%
6 Months
28.59%
11.30%
1 Year
28.02%
5.88%
3 Years
18.67%
—
5 Years
17.18%
—
Since Inception
20.03%
10.85%
Fund Age
5 yrs 4 mo
2 yrs 5 mo
AUM
₹221.27 Cr
₹45.96 Cr
Alpha – 1 Year
28.37%
−0.98%
Alpha – 3 Years
9.68%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
22.32%
21.88%
Volatility – 3 Years
17.88%
—
Beta – 1 Year
1.03
2.00
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.99
0.12
Sharpe Ratio – 3 Years
0.81
—
Worst Rolling Year
13.69%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−20.50%
−19.87%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 4% · S 74%
L 12% · M 4% · S 66%
Number of Stocks
29
39
Portfolio P/E
37.50
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1.5% / 1%