Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.29%
6 Months
10.76%
14.68%
1 Year
8.14%
11.65%
3 Years
7.76%
7.09%
5 Years
10.03%
8.41%
Since Inception
11.69%
10.45%
Fund Age
6 yrs 8 mo
10 yrs 5 mo
AUM
₹87.23 Cr
₹24.48 Cr
Alpha – 1 Year
8.57%
12.00%
Alpha – 3 Years
−0.81%
−1.90%
Information Ratio – 3 Years
0.02
-0.12
Volatility – 1 Year
23.09%
20.48%
Volatility – 3 Years
18.26%
16.32%
Beta – 1 Year
1.29
1.11
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.21
0.36
Sharpe Ratio – 3 Years
0.22
0.15
Worst Rolling Year
6.59%
-5.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.95 Cr
Deepest Drawdown
−25.42%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
13.94%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 41% · M 5% · S 35%
Number of Stocks
41
31
Portfolio P/E
25.23
28.34
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
1% / – / –