Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
−0.46%
6 Months
−7.36%
6.77%
1 Year
−4.21%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
−4.18%
10.29%
Fund Age
12 mo
4 yrs 2 mo
AUM
₹139.3 Cr
₹9.69 Cr
Alpha – 1 Year
−3.78%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
16.33%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
1.01
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.52
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−16.12%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 10% · S 10%
L 41% · M 53%
Number of Stocks
15
22
Portfolio P/E
28.49
44.95
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –