Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
JM-Apex
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
−0.46%
6 Months
17.39%
6.77%
1 Year
20.93%
7.38%
3 Years
17.01%
9.03%
5 Years
—
—
Since Inception
19.54%
10.29%
Fund Age
3 yrs 6 mo
4 yrs 2 mo
AUM
₹615.02 Cr
₹9.69 Cr
Alpha – 1 Year
16.21%
7.73%
Alpha – 3 Years
4.92%
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
19.36%
17.08%
Volatility – 3 Years
18.51%
16.18%
Beta – 1 Year
1.01
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.81
0.20
Sharpe Ratio – 3 Years
0.72
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.79%
−24.88%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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
—
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)
3% / 2% / 0%
1% / – / –