Portfolio Management Services (PMS)Compare Schemes
HDFC India Ascent Portfolio - DPMS vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
HDFC India Ascent Portfolio - DPMS
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
−1.07%
−0.46%
6 Months
1.78%
6.77%
1 Year
5.40%
7.38%
3 Years
8.85%
9.03%
5 Years
—
—
Since Inception
10.06%
10.29%
Fund Age
3 yrs 2 mo
4 yrs 2 mo
AUM
₹6 Cr
₹9.69 Cr
Alpha – 1 Year
0.68%
7.73%
Alpha – 3 Years
−3.24%
0.04%
Information Ratio – 3 Years
-0.36
0.09
Volatility – 1 Year
19.91%
17.08%
Volatility – 3 Years
17.03%
16.18%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
1.05
1.08
Sharpe Ratio – 1 Year
0.09
0.20
Sharpe Ratio – 3 Years
0.27
0.33
Worst Rolling Year
8.77%
7.39%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−18.84%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.14%
9.85%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
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
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –