Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
−0.46%
6 Months
11.75%
6.77%
1 Year
−2.37%
7.38%
3 Years
17.81%
9.03%
5 Years
14.66%
—
Since Inception
18.91%
10.29%
Fund Age
23 yrs 5 mo
4 yrs 2 mo
AUM
₹3,220.2 Cr
₹9.69 Cr
Alpha – 1 Year
−5.35%
7.73%
Alpha – 3 Years
5.93%
0.04%
Information Ratio – 3 Years
0.54
0.09
Volatility – 1 Year
21.49%
17.08%
Volatility – 3 Years
20.84%
16.18%
Beta – 1 Year
1.07
0.95
Beta – 3 Years
1.13
1.08
Sharpe Ratio – 1 Year
-0.27
0.20
Sharpe Ratio – 3 Years
0.64
0.33
Worst Rolling Year
-7.44%
7.39%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−27.33%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
94.32%
100.00%
Median Rolling Year
14.52%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 28% · M 48% · S 19%
L 41% · M 53%
Number of Stocks
27
22
Portfolio P/E
57.85
44.95
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –