Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.00%
3.29%
6 Months
2.30%
14.68%
1 Year
14.70%
11.65%
3 Years
—
7.09%
5 Years
—
8.41%
Since Inception
11.00%
10.45%
Fund Age
16 mo
10 yrs 5 mo
AUM
₹82.94 Cr
₹24.48 Cr
Alpha – 1 Year
7.80%
12.00%
Alpha – 3 Years
—
−1.90%
Information Ratio – 3 Years
—
-0.12
Volatility – 1 Year
17.53%
20.48%
Volatility – 3 Years
—
16.32%
Beta – 1 Year
1.69
1.11
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.57
0.36
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
-5.06%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−12.55%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
92.00%
Median Rolling Year
—
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
15
31
Portfolio P/E
—
28.34
Top 5 Holdings
—
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 · 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% / –
1% / – / –