Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.29%
6 Months
1.74%
14.68%
1 Year
10.49%
11.65%
3 Years
12.80%
7.09%
5 Years
12.91%
8.41%
Since Inception
15.37%
10.45%
Fund Age
7 yrs 7 mo
10 yrs 5 mo
AUM
₹15.96 Cr
₹24.48 Cr
Alpha – 1 Year
10.84%
12.00%
Alpha – 3 Years
3.80%
−1.90%
Information Ratio – 3 Years
0.47
-0.12
Volatility – 1 Year
19.22%
20.48%
Volatility – 3 Years
17.53%
16.32%
Beta – 1 Year
1.18
1.11
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.34
0.36
Sharpe Ratio – 3 Years
0.48
0.15
Worst Rolling Year
12.46%
-5.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.95 Cr
Deepest Drawdown
−19.38%
−24.00%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
18.63%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 41% · M 5% · S 35%
Number of Stocks
38
31
Portfolio P/E
24.65
28.34
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –