Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
3.29%
6 Months
29.13%
14.68%
1 Year
20.96%
11.65%
3 Years
17.22%
7.09%
5 Years
—
8.41%
Since Inception
23.59%
10.45%
Fund Age
3 yrs 7 mo
10 yrs 5 mo
AUM
₹147.56 Cr
₹24.48 Cr
Alpha – 1 Year
16.24%
12.00%
Alpha – 3 Years
5.13%
−1.90%
Information Ratio – 3 Years
0.33
-0.12
Volatility – 1 Year
30.80%
20.48%
Volatility – 3 Years
25.65%
16.32%
Beta – 1 Year
1.54
1.11
Beta – 3 Years
1.41
1.00
Sharpe Ratio – 1 Year
0.58
0.36
Sharpe Ratio – 3 Years
0.54
0.15
Worst Rolling Year
15.38%
-5.06%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
−28.52%
−24.00%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
21.14%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 41% · M 5% · S 35%
Number of Stocks
18
31
Portfolio P/E
—
28.34
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / – / –