Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
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
4.17%
−0.46%
6 Months
20.15%
6.77%
1 Year
7.22%
7.38%
3 Years
9.88%
9.03%
5 Years
10.18%
—
Since Inception
17.47%
10.29%
Fund Age
5 yrs 8 mo
4 yrs 2 mo
AUM
₹112.12 Cr
₹9.69 Cr
Alpha – 1 Year
2.50%
7.73%
Alpha – 3 Years
−2.21%
0.04%
Information Ratio – 3 Years
-0.17
0.09
Volatility – 1 Year
30.34%
17.08%
Volatility – 3 Years
23.32%
16.18%
Beta – 1 Year
1.54
0.95
Beta – 3 Years
1.29
1.08
Sharpe Ratio – 1 Year
0.19
0.20
Sharpe Ratio – 3 Years
0.29
0.33
Worst Rolling Year
8.52%
7.39%
Value at Worst Rolling Year
₹1.09 Cr
₹1.07 Cr
Deepest Drawdown
−32.53%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 39% · S 59%
L 41% · M 53%
Number of Stocks
28
22
Portfolio P/E
38.78
44.95
Top 5 Holdings
—
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
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –