Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
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
3.35%
−0.46%
6 Months
3.75%
6.77%
1 Year
−5.76%
7.38%
3 Years
3.98%
9.03%
5 Years
6.05%
—
Since Inception
9.94%
10.29%
Fund Age
7 yrs 9 mo
4 yrs 2 mo
AUM
₹45.09 Cr
₹9.69 Cr
Alpha – 1 Year
−8.74%
7.73%
Alpha – 3 Years
−7.91%
0.04%
Information Ratio – 3 Years
-1.11
0.09
Volatility – 1 Year
21.69%
17.08%
Volatility – 3 Years
18.00%
16.18%
Beta – 1 Year
1.21
0.95
Beta – 3 Years
1.08
1.08
Sharpe Ratio – 1 Year
-0.42
0.20
Sharpe Ratio – 3 Years
0.01
0.33
Worst Rolling Year
3.08%
7.39%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−29.01%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 13% · S 51%
L 41% · M 53%
Number of Stocks
43
22
Portfolio P/E
—
44.95
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
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
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –