Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
−0.46%
6 Months
27.55%
6.77%
1 Year
—
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
23.98%
10.29%
Fund Age
7 mo
4 yrs 2 mo
AUM
₹3.83 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 18% · M 24% · S 55%
L 41% · M 53%
Number of Stocks
32
22
Portfolio P/E
49.25
44.95
Top 5 Holdings
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
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 · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
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% / 1%
1% / – / –