Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
−0.46%
6 Months
−2.07%
6.77%
1 Year
−0.17%
7.38%
3 Years
9.32%
9.03%
5 Years
7.90%
—
Since Inception
11.39%
10.29%
Fund Age
7 yrs 6 mo
4 yrs 2 mo
AUM
₹2.61 Cr
₹9.69 Cr
Alpha – 1 Year
0.18%
7.73%
Alpha – 3 Years
0.32%
0.04%
Information Ratio – 3 Years
0.24
0.09
Volatility – 1 Year
16.91%
17.08%
Volatility – 3 Years
14.31%
16.18%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
1.01
1.08
Sharpe Ratio – 1 Year
-0.24
0.20
Sharpe Ratio – 3 Years
0.31
0.33
Worst Rolling Year
7.30%
7.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−17.23%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 41% · M 53%
Number of Stocks
26
22
Portfolio P/E
24.76
44.95
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –