Portfolio Management Services (PMS)Compare Schemes
Sameeksha - Equity Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Sameeksha - Equity 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
−0.38%
−0.46%
6 Months
11.48%
6.77%
1 Year
7.29%
7.38%
3 Years
16.29%
9.03%
5 Years
16.45%
—
Since Inception
20.67%
10.29%
Fund Age
10 yrs 4 mo
4 yrs 2 mo
AUM
₹1,333.94 Cr
₹9.69 Cr
Alpha – 1 Year
2.57%
7.73%
Alpha – 3 Years
4.20%
0.04%
Information Ratio – 3 Years
0.52
0.09
Volatility – 1 Year
21.33%
17.08%
Volatility – 3 Years
16.22%
16.18%
Beta – 1 Year
1.18
0.95
Beta – 3 Years
0.93
1.08
Sharpe Ratio – 1 Year
0.18
0.20
Sharpe Ratio – 3 Years
0.69
0.33
Worst Rolling Year
-0.52%
7.39%
Value at Worst Rolling Year
₹0.99 Cr
₹1.07 Cr
Deepest Drawdown
−19.36%
−24.88%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
98.89%
100.00%
Median Rolling Year
25.38%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
50
22
Portfolio P/E
21.52
44.95
Top 5 Holdings
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
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
0.05% / yr
2.00% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
1% / – / –