Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
−0.46%
6 Months
18.51%
6.77%
1 Year
2.32%
7.38%
3 Years
8.56%
9.03%
5 Years
13.23%
—
Since Inception
12.52%
10.29%
Fund Age
10 yrs
4 yrs 2 mo
AUM
₹60.22 Cr
₹9.69 Cr
Alpha – 1 Year
2.67%
7.73%
Alpha – 3 Years
−0.44%
0.04%
Information Ratio – 3 Years
-0.03
0.09
Volatility – 1 Year
27.56%
17.08%
Volatility – 3 Years
21.93%
16.18%
Beta – 1 Year
1.33
0.95
Beta – 3 Years
1.17
1.08
Sharpe Ratio – 1 Year
0.01
0.20
Sharpe Ratio – 3 Years
0.24
0.33
Worst Rolling Year
-13.90%
7.39%
Value at Worst Rolling Year
₹0.86 Cr
₹1.07 Cr
Deepest Drawdown
−31.68%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 3% · S 93%
L 41% · M 53%
Number of Stocks
26
22
Portfolio P/E
25.30
44.95
Top 5 Holdings
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
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
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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)
3% / 2% / 1%
1% / – / –