Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
−0.46%
6 Months
5.19%
6.77%
1 Year
−0.45%
7.38%
3 Years
11.72%
9.03%
5 Years
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—
Since Inception
12.62%
10.29%
Fund Age
3 yrs 8 mo
4 yrs 2 mo
AUM
₹42.96 Cr
₹9.69 Cr
Alpha – 1 Year
−3.43%
7.73%
Alpha – 3 Years
−0.17%
0.04%
Information Ratio – 3 Years
-0.16
0.09
Volatility – 1 Year
16.93%
17.08%
Volatility – 3 Years
15.20%
16.18%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
-0.27
0.20
Sharpe Ratio – 3 Years
0.45
0.33
Worst Rolling Year
11.64%
7.39%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−20.38%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.01%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 39% · M 39% · S 22%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –