Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
ValPro Alpha A
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%
0.73%
6 Months
28.59%
20.81%
1 Year
28.02%
18.30%
3 Years
18.67%
17.96%
5 Years
17.18%
12.95%
Since Inception
20.03%
15.75%
Fund Age
5 yrs 4 mo
5 yrs 4 mo
AUM
₹221.27 Cr
₹193.44 Cr
Alpha – 1 Year
28.37%
19.72%
Alpha – 3 Years
9.68%
10.22%
Information Ratio – 3 Years
0.87
1.02
Volatility – 1 Year
22.32%
26.31%
Volatility – 3 Years
17.88%
19.93%
Beta – 1 Year
1.03
1.42
Beta – 3 Years
0.95
1.19
Sharpe Ratio – 1 Year
0.99
0.55
Sharpe Ratio – 3 Years
0.81
0.67
Worst Rolling Year
13.69%
8.87%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−20.50%
−19.69%
Recovery Period
429 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
16.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 4% · S 74%
L 31% · M 8% · S 35%
Number of Stocks
29
112
Portfolio P/E
37.50
35.74
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%
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%