Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
8.72%
7.48%
6 Months
28.59%
9.42%
1 Year
28.02%
28.25%
3 Years
18.67%
18.47%
5 Years
17.18%
21.31%
Since Inception
20.03%
21.69%
Fund Age
5 yrs 4 mo
5 yrs
AUM
₹221.27 Cr
₹79.02 Cr
Alpha – 1 Year
28.37%
23.53%
Alpha – 3 Years
9.68%
6.38%
Information Ratio – 3 Years
0.87
0.27
Volatility – 1 Year
22.32%
18.12%
Volatility – 3 Years
17.88%
27.25%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
0.99
1.18
Sharpe Ratio – 3 Years
0.81
0.56
Worst Rolling Year
13.69%
15.67%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−20.50%
−30.64%
Recovery Period
429 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 10% · M 9% · S 69%
Number of Stocks
29
34
Portfolio P/E
37.50
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%