Portfolio Management Services (PMS)Compare Schemes
Nippon - Indian Economic Transformation - ETP vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Nippon - Indian Economic Transformation - ETP
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
3.08%
−0.46%
6 Months
9.19%
6.77%
1 Year
9.02%
7.38%
3 Years
14.71%
9.03%
5 Years
10.31%
—
Since Inception
14.95%
10.29%
Fund Age
7 yrs 10 mo
4 yrs 2 mo
AUM
₹42.73 Cr
₹9.69 Cr
Alpha – 1 Year
4.30%
7.73%
Alpha – 3 Years
2.62%
0.04%
Information Ratio – 3 Years
0.63
0.09
Volatility – 1 Year
17.52%
17.08%
Volatility – 3 Years
14.89%
16.18%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
0.92
1.08
Sharpe Ratio – 1 Year
0.26
0.20
Sharpe Ratio – 3 Years
0.66
0.33
Worst Rolling Year
8.19%
7.39%
Value at Worst Rolling Year
₹1.08 Cr
₹1.07 Cr
Deepest Drawdown
−18.24%
−24.88%
Recovery Period
238 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.27%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 16% · S 37%
L 41% · M 53%
Number of Stocks
30
22
Portfolio P/E
31.64
44.95
Top 5 Holdings
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
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 · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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% / – / –