Portfolio Management Services (PMS)Compare Schemes
Tamohara - TRUFFLE vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Tamohara - TRUFFLE
Valtrust Momentum
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%
4.78%
6 Months
28.59%
15.08%
1 Year
28.02%
13.63%
3 Years
18.67%
16.91%
5 Years
17.18%
—
Since Inception
20.03%
23.12%
Fund Age
5 yrs 4 mo
3 yrs 7 mo
AUM
₹221.27 Cr
₹78.91 Cr
Alpha – 1 Year
28.37%
8.91%
Alpha – 3 Years
9.68%
4.82%
Information Ratio – 3 Years
0.87
0.40
Volatility – 1 Year
22.32%
20.25%
Volatility – 3 Years
17.88%
21.43%
Beta – 1 Year
1.03
1.06
Beta – 3 Years
0.95
1.18
Sharpe Ratio – 1 Year
0.99
0.47
Sharpe Ratio – 3 Years
0.81
0.59
Worst Rolling Year
13.69%
15.66%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−20.50%
−29.56%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 4% · S 74%
L 15% · M 30% · S 55%
Number of Stocks
29
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%