Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Unifi Blended - Rangoli
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%
3.17%
6 Months
28.59%
10.91%
1 Year
28.02%
10.45%
3 Years
18.67%
10.60%
5 Years
17.18%
10.74%
Since Inception
20.03%
18.07%
Fund Age
5 yrs 4 mo
9 yrs 2 mo
AUM
₹221.27 Cr
₹11,464.61 Cr
Alpha – 1 Year
28.37%
5.73%
Alpha – 3 Years
9.68%
−1.49%
Information Ratio – 3 Years
0.87
-0.11
Volatility – 1 Year
22.32%
18.78%
Volatility – 3 Years
17.88%
16.83%
Beta – 1 Year
1.03
1.04
Beta – 3 Years
0.95
1.02
Sharpe Ratio – 1 Year
0.99
0.34
Sharpe Ratio – 3 Years
0.81
0.37
Worst Rolling Year
13.69%
4.89%
Value at Worst Rolling Year
₹1.14 Cr
₹1.05 Cr
Deepest Drawdown
−20.50%
−19.94%
Recovery Period
429 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 24% · M 11% · S 66%
Number of Stocks
29
—
Portfolio P/E
37.50
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%