Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
−0.46%
6 Months
−4.32%
6.77%
1 Year
−3.76%
7.38%
3 Years
4.26%
9.03%
5 Years
5.30%
—
Since Inception
15.06%
10.29%
Fund Age
16 yrs 6 mo
4 yrs 2 mo
AUM
₹6,178.21 Cr
₹9.69 Cr
Alpha – 1 Year
−6.74%
7.73%
Alpha – 3 Years
−7.62%
0.04%
Information Ratio – 3 Years
-1.54
0.09
Volatility – 1 Year
17.92%
17.08%
Volatility – 3 Years
14.61%
16.18%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
-0.43
0.20
Sharpe Ratio – 3 Years
-0.01
0.33
Worst Rolling Year
-1.02%
7.39%
Value at Worst Rolling Year
₹0.99 Cr
₹1.07 Cr
Deepest Drawdown
−20.59%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 27% · S 20%
L 41% · M 53%
Number of Stocks
34
22
Portfolio P/E
33.48
44.95
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
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 · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
1% / – / –