Portfolio Management Services (PMS)Compare Schemes
Ksema - Multicap vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Ksema - Multicap
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
0.82%
3.29%
6 Months
2.65%
14.68%
1 Year
10.76%
11.65%
3 Years
12.77%
7.09%
5 Years
14.58%
8.41%
Since Inception
17.50%
10.45%
Fund Age
7 yrs 7 mo
10 yrs 5 mo
AUM
₹83.87 Cr
₹24.48 Cr
Alpha – 1 Year
11.11%
12.00%
Alpha – 3 Years
3.77%
−1.90%
Information Ratio – 3 Years
0.46
-0.12
Volatility – 1 Year
18.53%
20.48%
Volatility – 3 Years
17.03%
16.32%
Beta – 1 Year
1.11
1.11
Beta – 3 Years
1.11
1.00
Sharpe Ratio – 1 Year
0.36
0.36
Sharpe Ratio – 3 Years
0.48
0.15
Worst Rolling Year
12.58%
-5.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−20.55%
−24.00%
Recovery Period
518 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
20.28%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 54% · M 18% · S 28%
L 41% · M 5% · S 35%
Number of Stocks
51
31
Portfolio P/E
23.77
28.34
Top 5 Holdings
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
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 · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / – / –