Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
3.29%
6 Months
11.98%
14.68%
1 Year
18.12%
11.65%
3 Years
18.24%
7.09%
5 Years
—
8.41%
Since Inception
20.21%
10.45%
Fund Age
4 yrs 8 mo
10 yrs 5 mo
AUM
₹424.87 Cr
₹24.48 Cr
Alpha – 1 Year
13.40%
12.00%
Alpha – 3 Years
6.15%
−1.90%
Information Ratio – 3 Years
0.85
-0.12
Volatility – 1 Year
22.44%
20.48%
Volatility – 3 Years
19.69%
16.32%
Beta – 1 Year
1.22
1.11
Beta – 3 Years
1.10
1.00
Sharpe Ratio – 1 Year
0.61
0.36
Sharpe Ratio – 3 Years
0.80
0.15
Worst Rolling Year
18.24%
-5.06%
Value at Worst Rolling Year
₹1.18 Cr
₹0.95 Cr
Deepest Drawdown
−25.57%
−24.00%
Recovery Period
337 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
24.33%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
L 41% · M 5% · S 35%
Number of Stocks
30
31
Portfolio P/E
23.45
28.34
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –