Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Turtle Wealth -Wealth 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%
4.93%
6 Months
28.59%
2.72%
1 Year
28.02%
22.88%
3 Years
18.67%
20.47%
5 Years
17.18%
15.12%
Since Inception
20.03%
17.02%
Fund Age
5 yrs 4 mo
6 yrs 11 mo
AUM
₹221.27 Cr
₹261.05 Cr
Alpha – 1 Year
28.37%
18.16%
Alpha – 3 Years
9.68%
8.38%
Information Ratio – 3 Years
0.87
0.98
Volatility – 1 Year
22.32%
17.62%
Volatility – 3 Years
17.88%
15.64%
Beta – 1 Year
1.03
0.83
Beta – 3 Years
0.95
0.87
Sharpe Ratio – 1 Year
0.99
0.97
Sharpe Ratio – 3 Years
0.81
0.94
Worst Rolling Year
13.69%
7.22%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−20.50%
−19.96%
Recovery Period
429 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 28% · M 19% · S 43%
Number of Stocks
29
18
Portfolio P/E
37.50
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%