Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
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
2.31%
−0.46%
6 Months
5.51%
6.77%
1 Year
6.39%
7.38%
3 Years
13.57%
9.03%
5 Years
12.29%
—
Since Inception
17.45%
10.29%
Fund Age
16 yrs 9 mo
4 yrs 2 mo
AUM
₹2,223.2 Cr
₹9.69 Cr
Alpha – 1 Year
1.67%
7.73%
Alpha – 3 Years
1.48%
0.04%
Information Ratio – 3 Years
0.57
0.09
Volatility – 1 Year
18.05%
17.08%
Volatility – 3 Years
15.15%
16.18%
Beta – 1 Year
1.02
0.95
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
0.14
0.20
Sharpe Ratio – 3 Years
0.62
0.33
Worst Rolling Year
-5.62%
7.39%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−17.96%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 41% · M 53%
Number of Stocks
55
22
Portfolio P/E
35.38
44.95
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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
—
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% / 0% / 0%
1% / – / –