Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
−0.46%
6 Months
13.11%
6.77%
1 Year
15.44%
7.38%
3 Years
15.82%
9.03%
5 Years
15.29%
—
Since Inception
15.37%
10.29%
Fund Age
9 yrs 4 mo
4 yrs 2 mo
AUM
₹32.48 Cr
₹9.69 Cr
Alpha – 1 Year
10.72%
7.73%
Alpha – 3 Years
3.73%
0.04%
Information Ratio – 3 Years
0.69
0.09
Volatility – 1 Year
17.99%
17.08%
Volatility – 3 Years
17.45%
16.18%
Beta – 1 Year
0.99
0.95
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.59
0.20
Sharpe Ratio – 3 Years
0.71
0.33
Worst Rolling Year
-6.27%
7.39%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−21.15%
−24.88%
Recovery Period
474 days
Not yet recovered
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 22% · S 44%
L 41% · M 53%
Number of Stocks
30
22
Portfolio P/E
30.67
44.95
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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% / – / –