Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
−0.46%
6 Months
32.15%
6.77%
1 Year
16.77%
7.38%
3 Years
19.00%
9.03%
5 Years
20.10%
—
Since Inception
27.01%
10.29%
Fund Age
6 yrs 10 mo
4 yrs 2 mo
AUM
₹247.64 Cr
₹9.69 Cr
Alpha – 1 Year
13.79%
7.73%
Alpha – 3 Years
7.10%
0.04%
Information Ratio – 3 Years
0.30
0.09
Volatility – 1 Year
39.13%
17.08%
Volatility – 3 Years
29.47%
16.18%
Beta – 1 Year
1.87
0.95
Beta – 3 Years
1.36
1.08
Sharpe Ratio – 1 Year
0.42
0.20
Sharpe Ratio – 3 Years
0.55
0.33
Worst Rolling Year
15.03%
7.39%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−35.86%
−24.88%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 41% · M 53%
Number of Stocks
42
22
Portfolio P/E
42.30
44.95
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –