Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
−0.46%
6 Months
10.86%
6.77%
1 Year
−4.49%
7.38%
3 Years
22.00%
9.03%
5 Years
21.09%
—
Since Inception
7.35%
10.29%
Fund Age
8 yrs 9 mo
4 yrs 2 mo
AUM
₹1,454.75 Cr
₹9.69 Cr
Alpha – 1 Year
−7.47%
7.73%
Alpha – 3 Years
10.11%
0.04%
Information Ratio – 3 Years
0.32
0.09
Volatility – 1 Year
31.30%
17.08%
Volatility – 3 Years
27.30%
16.18%
Beta – 1 Year
1.42
0.95
Beta – 3 Years
1.22
1.08
Sharpe Ratio – 1 Year
-0.18
0.20
Sharpe Ratio – 3 Years
0.66
0.33
Worst Rolling Year
-30.88%
7.39%
Value at Worst Rolling Year
₹0.69 Cr
₹1.07 Cr
Deepest Drawdown
−34.06%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
9.85%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –