Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
−0.46%
6 Months
5.71%
6.77%
1 Year
−0.97%
7.38%
3 Years
8.86%
9.03%
5 Years
14.20%
—
Since Inception
14.76%
10.29%
Fund Age
10 yrs 5 mo
4 yrs 2 mo
AUM
₹447.76 Cr
₹9.69 Cr
Alpha – 1 Year
−2.83%
7.73%
Alpha – 3 Years
−3.22%
0.04%
Information Ratio – 3 Years
0.04
0.09
Volatility – 1 Year
24.79%
17.08%
Volatility – 3 Years
21.25%
16.18%
Beta – 1 Year
1.35
0.95
Beta – 3 Years
1.20
1.08
Sharpe Ratio – 1 Year
-0.14
0.20
Sharpe Ratio – 3 Years
0.31
0.33
Worst Rolling Year
-13.00%
7.39%
Value at Worst Rolling Year
₹0.87 Cr
₹1.07 Cr
Deepest Drawdown
−26.06%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.68%
100.00%
Median Rolling Year
19.56%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 84%
L 41% · M 53%
Number of Stocks
32
22
Portfolio P/E
33.69
44.95
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
1% / – / –