Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
−0.46%
6 Months
−2.22%
6.77%
1 Year
−4.46%
7.38%
3 Years
4.69%
9.03%
5 Years
4.88%
—
Since Inception
9.48%
10.29%
Fund Age
8 yrs 11 mo
4 yrs 2 mo
AUM
₹242.51 Cr
₹9.69 Cr
Alpha – 1 Year
−7.44%
7.73%
Alpha – 3 Years
−7.19%
0.04%
Information Ratio – 3 Years
-1.12
0.09
Volatility – 1 Year
16.89%
17.08%
Volatility – 3 Years
18.01%
16.18%
Beta – 1 Year
0.95
0.95
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
-0.51
0.20
Sharpe Ratio – 3 Years
0.04
0.33
Worst Rolling Year
2.18%
7.39%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.10%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 41% · M 53%
Number of Stocks
34
22
Portfolio P/E
41.30
44.95
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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)
0% / 0% / 0%
1% / – / –