Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
−0.46%
6 Months
0.68%
6.77%
1 Year
4.83%
7.38%
3 Years
11.13%
9.03%
5 Years
9.90%
—
Since Inception
12.28%
10.29%
Fund Age
15 yrs 2 mo
4 yrs 2 mo
AUM
₹29.37 Cr
₹9.69 Cr
Alpha – 1 Year
0.11%
7.73%
Alpha – 3 Years
−0.96%
0.04%
Information Ratio – 3 Years
-0.05
0.09
Volatility – 1 Year
19.36%
17.08%
Volatility – 3 Years
17.04%
16.18%
Beta – 1 Year
1.09
0.95
Beta – 3 Years
1.00
1.08
Sharpe Ratio – 1 Year
0.06
0.20
Sharpe Ratio – 3 Years
0.43
0.33
Worst Rolling Year
-9.48%
7.39%
Value at Worst Rolling Year
₹0.91 Cr
₹1.07 Cr
Deepest Drawdown
−20.50%
−24.88%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
100.00%
Median Rolling Year
15.70%
9.85%
5-Year Rolling Windows Positive
98.37%
—
Market-Cap Mix
L 58% · M 7% · S 23%
L 41% · M 53%
Number of Stocks
23
22
Portfolio P/E
35.03
44.95
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
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 · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –