Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
−0.46%
6 Months
6.66%
6.77%
1 Year
7.95%
7.38%
3 Years
14.01%
9.03%
5 Years
12.40%
—
Since Inception
16.07%
10.29%
Fund Age
12 yrs 5 mo
4 yrs 2 mo
AUM
₹27.98 Cr
₹9.69 Cr
Alpha – 1 Year
3.23%
7.73%
Alpha – 3 Years
1.92%
0.04%
Information Ratio – 3 Years
0.55
0.09
Volatility – 1 Year
16.42%
17.08%
Volatility – 3 Years
14.36%
16.18%
Beta – 1 Year
0.92
0.95
Beta – 3 Years
0.91
1.08
Sharpe Ratio – 1 Year
0.15
0.20
Sharpe Ratio – 3 Years
0.63
0.33
Worst Rolling Year
-4.39%
7.39%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−17.36%
−24.88%
Recovery Period
532 days
Not yet recovered
1-Year Rolling Windows Positive
97.43%
100.00%
Median Rolling Year
15.67%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 6% · S 37%
L 41% · M 53%
Number of Stocks
30
22
Portfolio P/E
29.90
44.95
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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% / – / –