Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
28.59%
9.86%
1 Year
28.02%
32.16%
3 Years
18.67%
19.13%
5 Years
17.18%
12.16%
Since Inception
20.03%
16.12%
Fund Age
5 yrs 4 mo
5 yrs 10 mo
AUM
₹221.27 Cr
₹170.31 Cr
Alpha – 1 Year
28.37%
27.44%
Alpha – 3 Years
9.68%
7.04%
Information Ratio – 3 Years
0.87
0.58
Volatility – 1 Year
22.32%
17.07%
Volatility – 3 Years
17.88%
17.73%
Beta – 1 Year
1.03
0.65
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
0.99
1.42
Sharpe Ratio – 3 Years
0.81
0.79
Worst Rolling Year
13.69%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−20.50%
−30.82%
Recovery Period
429 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
18.30%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 11% · M 1% · S 72%
Number of Stocks
29
18
Portfolio P/E
37.50
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%