Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
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
3.39%
−0.46%
6 Months
19.31%
6.77%
1 Year
11.21%
7.38%
3 Years
13.34%
9.03%
5 Years
15.02%
—
Since Inception
17.08%
10.29%
Fund Age
5 yrs 4 mo
4 yrs 2 mo
AUM
₹135.65 Cr
₹9.69 Cr
Alpha – 1 Year
6.49%
7.73%
Alpha – 3 Years
1.25%
0.04%
Information Ratio – 3 Years
0.12
0.09
Volatility – 1 Year
20.71%
17.08%
Volatility – 3 Years
17.79%
16.18%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
0.97
1.08
Sharpe Ratio – 1 Year
0.35
0.20
Sharpe Ratio – 3 Years
0.50
0.33
Worst Rolling Year
12.49%
7.39%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−25.10%
−24.88%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 24% · S 55%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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
1.75% / yr
2.00% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –