Portfolio Management Services (PMS)Compare Schemes
Maxiom PMS - CORAL Cyclical vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Maxiom PMS - CORAL Cyclical
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.48%
−0.46%
6 Months
−2.46%
6.77%
1 Year
5.63%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
1.03%
10.29%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹2.06 Cr
₹9.69 Cr
Alpha – 1 Year
5.98%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
16.61%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
1.00
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.24
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 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
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
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –