Portfolio Management Services (PMS)Compare Schemes
Capgrow - Special Situations vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Capgrow - Special Situations
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
−0.46%
6 Months
10.00%
6.77%
1 Year
−1.96%
7.38%
3 Years
9.82%
9.03%
5 Years
10.88%
—
Since Inception
15.88%
10.29%
Fund Age
7 yrs 9 mo
4 yrs 2 mo
AUM
₹132.34 Cr
₹9.69 Cr
Alpha – 1 Year
−4.94%
7.73%
Alpha – 3 Years
−2.07%
0.04%
Information Ratio – 3 Years
-0.27
0.09
Volatility – 1 Year
23.02%
17.08%
Volatility – 3 Years
21.53%
16.18%
Beta – 1 Year
1.20
0.95
Beta – 3 Years
1.08
1.08
Sharpe Ratio – 1 Year
-0.20
0.20
Sharpe Ratio – 3 Years
0.32
0.33
Worst Rolling Year
9.15%
7.39%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−28.98%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.31%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 10% · M 2% · S 86%
L 41% · M 53%
Number of Stocks
59
22
Portfolio P/E
—
44.95
Top 5 Holdings
Religare Enterprises Ltd · 11.46%
Embassy Developments Ltd · 8.96%
R Systems International Ltd · 5.71%
RBL Bank Ltd · 5.22%
Edelweiss Financial Services Ltd · 4.79%
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 · 26.28%
Capital Goods · 15.01%
Realty · 12.84%
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% / – / –