Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.29%
6 Months
32.15%
14.68%
1 Year
16.77%
11.65%
3 Years
19.00%
7.09%
5 Years
20.10%
8.41%
Since Inception
27.01%
10.45%
Fund Age
6 yrs 10 mo
10 yrs 5 mo
AUM
₹247.64 Cr
₹24.48 Cr
Alpha – 1 Year
13.79%
12.00%
Alpha – 3 Years
7.10%
−1.90%
Information Ratio – 3 Years
0.30
-0.12
Volatility – 1 Year
39.13%
20.48%
Volatility – 3 Years
29.47%
16.32%
Beta – 1 Year
1.87
1.11
Beta – 3 Years
1.36
1.00
Sharpe Ratio – 1 Year
0.42
0.36
Sharpe Ratio – 3 Years
0.55
0.15
Worst Rolling Year
15.03%
-5.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−35.86%
−24.00%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
31.90%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 41% · M 5% · S 35%
Number of Stocks
42
31
Portfolio P/E
42.30
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –