Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
3.29%
6 Months
0.50%
14.68%
1 Year
6.34%
11.65%
3 Years
19.74%
7.09%
5 Years
16.62%
8.41%
Since Inception
20.10%
10.45%
Fund Age
6 yrs 1 mo
10 yrs 5 mo
AUM
₹56.91 Cr
₹24.48 Cr
Alpha – 1 Year
1.64%
12.00%
Alpha – 3 Years
7.64%
−1.90%
Information Ratio – 3 Years
0.90
-0.12
Volatility – 1 Year
16.52%
20.48%
Volatility – 3 Years
17.18%
16.32%
Beta – 1 Year
0.89
1.11
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
0.14
0.36
Sharpe Ratio – 3 Years
0.84
0.15
Worst Rolling Year
18.93%
-5.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−18.72%
−24.00%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
25.30%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 41% · M 5% · S 35%
Number of Stocks
20
31
Portfolio P/E
27.00
28.34
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –