Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Unifi BCAD
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%
2.20%
6 Months
28.59%
6.88%
1 Year
28.02%
5.29%
3 Years
18.67%
8.34%
5 Years
17.18%
9.52%
Since Inception
20.03%
13.35%
Fund Age
5 yrs 4 mo
8 yrs 3 mo
AUM
₹221.27 Cr
₹237.35 Cr
Alpha – 1 Year
28.37%
0.57%
Alpha – 3 Years
9.68%
−3.75%
Information Ratio – 3 Years
0.87
-0.44
Volatility – 1 Year
22.32%
19.09%
Volatility – 3 Years
17.88%
16.74%
Beta – 1 Year
1.03
1.07
Beta – 3 Years
0.95
1.01
Sharpe Ratio – 1 Year
0.99
0.09
Sharpe Ratio – 3 Years
0.81
0.25
Worst Rolling Year
13.69%
7.37%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−20.50%
−20.73%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
—
Number of Stocks
29
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%