Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
−0.46%
6 Months
−2.32%
6.77%
1 Year
−4.30%
7.38%
3 Years
4.86%
9.03%
5 Years
5.12%
—
Since Inception
13.15%
10.29%
Fund Age
16 yrs 7 mo
4 yrs 2 mo
AUM
₹21.07 Cr
₹9.69 Cr
Alpha – 1 Year
−7.28%
7.73%
Alpha – 3 Years
−7.02%
0.04%
Information Ratio – 3 Years
-1.10
0.09
Volatility – 1 Year
16.85%
17.08%
Volatility – 3 Years
18.06%
16.18%
Beta – 1 Year
0.95
0.95
Beta – 3 Years
1.07
1.08
Sharpe Ratio – 1 Year
-0.50
0.20
Sharpe Ratio – 3 Years
0.05
0.33
Worst Rolling Year
-4.57%
7.39%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−24.09%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
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
41.34
44.95
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
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% / – / –