Portfolio Management Services (PMS)Compare Schemes
Narnolia - MultiCap Strategy vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Narnolia - MultiCap Strategy
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.96%
−0.46%
6 Months
0.48%
6.77%
1 Year
5.92%
7.38%
3 Years
7.42%
9.03%
5 Years
7.02%
—
Since Inception
14.49%
10.29%
Fund Age
14 yrs 5 mo
4 yrs 2 mo
AUM
₹332.27 Cr
₹9.69 Cr
Alpha – 1 Year
6.27%
7.73%
Alpha – 3 Years
−1.58%
0.04%
Information Ratio – 3 Years
-0.22
0.09
Volatility – 1 Year
17.19%
17.08%
Volatility – 3 Years
15.80%
16.18%
Beta – 1 Year
1.07
0.95
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.12
0.20
Sharpe Ratio – 3 Years
0.21
0.33
Worst Rolling Year
-8.23%
7.39%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−19.80%
−24.88%
Recovery Period
265 days
Not yet recovered
1-Year Rolling Windows Positive
95.19%
100.00%
Median Rolling Year
13.21%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 58% · M 13% · S 28%
L 41% · M 53%
Number of Stocks
27
22
Portfolio P/E
36.45
44.95
Top 5 Holdings
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
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 · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
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% / – / –