Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
3.29%
6 Months
8.66%
14.68%
1 Year
4.44%
11.65%
3 Years
14.48%
7.09%
5 Years
8.94%
8.41%
Since Inception
14.23%
10.45%
Fund Age
18 yrs 11 mo
10 yrs 5 mo
AUM
₹4,562.38 Cr
₹24.48 Cr
Alpha – 1 Year
1.46%
12.00%
Alpha – 3 Years
2.60%
−1.90%
Information Ratio – 3 Years
0.08
-0.12
Volatility – 1 Year
20.33%
20.48%
Volatility – 3 Years
19.22%
16.32%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.00
0.36
Sharpe Ratio – 3 Years
0.51
0.15
Worst Rolling Year
-6.78%
-5.06%
Value at Worst Rolling Year
₹0.93 Cr
₹0.95 Cr
Deepest Drawdown
−26.97%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.01%
92.00%
Median Rolling Year
15.06%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 41% · M 5% · S 35%
Number of Stocks
33
31
Portfolio P/E
40.71
28.34
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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)
2% / 0% / 0%
1% / – / –