Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
−0.46%
6 Months
4.03%
6.77%
1 Year
4.49%
7.38%
3 Years
14.35%
9.03%
5 Years
—
—
Since Inception
16.62%
10.29%
Fund Age
4 yrs
4 yrs 2 mo
AUM
₹303 Cr
₹9.69 Cr
Alpha – 1 Year
4.92%
7.73%
Alpha – 3 Years
5.78%
0.04%
Information Ratio – 3 Years
1.15
0.09
Volatility – 1 Year
16.32%
17.08%
Volatility – 3 Years
14.15%
16.18%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
0.01
0.20
Sharpe Ratio – 3 Years
0.64
0.33
Worst Rolling Year
14.36%
7.39%
Value at Worst Rolling Year
₹1.14 Cr
₹1.07 Cr
Deepest Drawdown
−16.17%
−24.88%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
—
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
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –