Portfolio Management Services (PMS)Compare Schemes
Fort Capital -Dynamic vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Fort Capital -Dynamic
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.01%
−0.46%
6 Months
9.13%
6.77%
1 Year
14.46%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
18.87%
10.29%
Fund Age
2 yrs 7 mo
4 yrs 2 mo
AUM
₹204.29 Cr
₹9.69 Cr
Alpha – 1 Year
14.81%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
18.18%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.54
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−16.11%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 66% · M 1% · S 30%
L 41% · M 53%
Number of Stocks
68
22
Portfolio P/E
33.26
44.95
Top 5 Holdings
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
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 · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –