Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
3.29%
6 Months
5.61%
14.68%
1 Year
10.19%
11.65%
3 Years
9.70%
7.09%
5 Years
7.80%
8.41%
Since Inception
13.10%
10.45%
Fund Age
14 yrs 11 mo
10 yrs 5 mo
AUM
₹88.88 Cr
₹24.48 Cr
Alpha – 1 Year
10.54%
12.00%
Alpha – 3 Years
0.70%
−1.90%
Information Ratio – 3 Years
0.00
-0.12
Volatility – 1 Year
15.04%
20.48%
Volatility – 3 Years
14.30%
16.32%
Beta – 1 Year
0.87
1.11
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
0.37
0.36
Sharpe Ratio – 3 Years
0.35
0.15
Worst Rolling Year
4.17%
-5.06%
Value at Worst Rolling Year
₹1.04 Cr
₹0.95 Cr
Deepest Drawdown
−20.16%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
13.53%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 41% · M 5% · S 35%
Number of Stocks
37
31
Portfolio P/E
—
28.34
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –