Portfolio Management Services (PMS)Compare Schemes
Fort Capital - Value Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Fort Capital - Value Fund
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
5.09%
−0.46%
6 Months
20.56%
6.77%
1 Year
20.29%
7.38%
3 Years
11.79%
9.03%
5 Years
16.62%
—
Since Inception
15.84%
10.29%
Fund Age
7 yrs 11 mo
4 yrs 2 mo
AUM
₹12.5 Cr
₹9.69 Cr
Alpha – 1 Year
15.57%
7.73%
Alpha – 3 Years
−0.30%
0.04%
Information Ratio – 3 Years
-0.02
0.09
Volatility – 1 Year
23.44%
17.08%
Volatility – 3 Years
21.14%
16.18%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
0.68
0.20
Sharpe Ratio – 3 Years
0.39
0.33
Worst Rolling Year
9.17%
7.39%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−24.97%
−24.88%
Recovery Period
470 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.65%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 93%
L 41% · M 53%
Number of Stocks
28
22
Portfolio P/E
21.42
44.95
Top 5 Holdings
—
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
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –