Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
−0.46%
6 Months
7.57%
6.77%
1 Year
24.83%
7.38%
3 Years
11.31%
9.03%
5 Years
11.03%
—
Since Inception
14.72%
10.29%
Fund Age
7 yrs 4 mo
4 yrs 2 mo
AUM
₹2.98 Cr
₹9.69 Cr
Alpha – 1 Year
20.11%
7.73%
Alpha – 3 Years
−0.77%
0.04%
Information Ratio – 3 Years
-0.21
0.09
Volatility – 1 Year
23.09%
17.08%
Volatility – 3 Years
22.29%
16.18%
Beta – 1 Year
1.17
0.95
Beta – 3 Years
1.15
1.08
Sharpe Ratio – 1 Year
0.85
0.20
Sharpe Ratio – 3 Years
0.40
0.33
Worst Rolling Year
5.08%
7.39%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−34.65%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 41% · M 53%
Number of Stocks
10
22
Portfolio P/E
24.78
44.95
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –