Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
−0.46%
6 Months
—
6.77%
1 Year
—
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
17.31%
10.29%
Fund Age
5 mo
4 yrs 2 mo
AUM
₹30.77 Cr
₹9.69 Cr
Alpha – 1 Year
—
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
—
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
—
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−24.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
L 41% · M 53%
Number of Stocks
20
22
Portfolio P/E
53.40
44.95
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
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 · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –