Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
−0.46%
6 Months
3.13%
6.77%
1 Year
3.79%
7.38%
3 Years
10.28%
9.03%
5 Years
10.26%
—
Since Inception
14.16%
10.29%
Fund Age
8 yrs 2 mo
4 yrs 2 mo
AUM
₹1,116.87 Cr
₹9.69 Cr
Alpha – 1 Year
−0.93%
7.73%
Alpha – 3 Years
−1.81%
0.04%
Information Ratio – 3 Years
-0.53
0.09
Volatility – 1 Year
16.47%
17.08%
Volatility – 3 Years
15.93%
16.18%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
-0.01
0.20
Sharpe Ratio – 3 Years
0.36
0.33
Worst Rolling Year
9.53%
7.39%
Value at Worst Rolling Year
₹1.10 Cr
₹1.07 Cr
Deepest Drawdown
−22.48%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 29% · S 15%
L 41% · M 53%
Number of Stocks
40
22
Portfolio P/E
27.63
44.95
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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% / – / –