PMS · Equity · Flexi Cap
Tamohara - TRUFFLE
Fund size₹221 Cr
Alpha (3Y)10.38%
3Y return18.67%
Fund age5 yrs 4 mo
Fund Manager
Growth of₹Cr
Tamohara TRUFFLE
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Tamohara TRUFFLE | 23.54% | 28.02% | 12.20% | 18.67% | 17.18% | 20.03% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 8.99% | 8.32% | 11.42% |
| Excess over benchmark | 30.54% | 28.37% | 13.39% | 9.68% | 8.86% | 8.61% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.88%
Benchmark approx 13.31%
A standard deviation reflecting historical swings.
Sensitivity
0.95
Beta vs benchmark 1.00 · 5% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.81
Sharpe
Excess return gained per unit of volatility.
Capture ratio
120 / 57
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.50% from its 05 Dec 2024 peak to a 03 Mar 2025 trough, and recovered on 06 May 2026 after 429 days.
Max drawdowns
−20.50%
Recovery period
429 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 05 Dec 2024 | 03 Mar 2025 | −20.50% | 88 days | 06 May 2026 | 429 days |
| Benchmark | 30 Aug 2024 | 03 Mar 2025 | −15.29% | 185 days | – | – |
Scheme
Peak05 Dec 2024
Trough03 Mar 2025
Depth−20.50%
Fell over88 days
Recovered06 May 2026
Recovery took429 days
Benchmark
Peak30 Aug 2024
Trough03 Mar 2025
Depth−15.29%
Fell over185 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
29
P/E ratio
37.50
P/B ratio
5.42
Dividend yield
0.34%
Avg market cap
₹51,027 Cr
Median market cap
₹15,086 Cr
Asset class
Equity
Market cap
Large cap18.96%
Mid cap3.50%
Small cap74.34%
Cash & others3.20%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.00% within 1 year. Lock-in: Nil.
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