Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs True Beacon-Flexicap Fundamental Opportunities
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
True Beacon-Flexicap Fundamental Opportunities
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%
2.72%
6 Months
28.59%
15.01%
1 Year
28.02%
17.96%
3 Years
18.67%
17.24%
5 Years
17.18%
—
Since Inception
20.03%
18.03%
Fund Age
5 yrs 4 mo
3 yrs 4 mo
AUM
₹221.27 Cr
₹146.81 Cr
Alpha – 1 Year
28.37%
14.98%
Alpha – 3 Years
9.68%
5.35%
Information Ratio – 3 Years
0.87
0.78
Volatility – 1 Year
22.32%
19.01%
Volatility – 3 Years
17.88%
16.70%
Beta – 1 Year
1.03
1.02
Beta – 3 Years
0.95
0.99
Sharpe Ratio – 1 Year
0.99
0.68
Sharpe Ratio – 3 Years
0.81
0.72
Worst Rolling Year
13.69%
17.01%
Value at Worst Rolling Year
₹1.14 Cr
₹1.17 Cr
Deepest Drawdown
−20.50%
−19.00%
Recovery Period
429 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
17.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 4% · S 74%
—
Number of Stocks
29
50
Portfolio P/E
37.50
—
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%
ICICI Bank Ltd · 10.54%
SPR Auto Technologies Ltd · 7.76%
Stylam Industries Ltd · 6.55%
Pearl Global Industries Ltd · 6.42%
Nuvama Wealth Management Ltd · 6.34%
Top Sectors
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% / 0% / 0%