Portfolio Management Services (PMS)Compare Schemes
SBI MF - ESG Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
SBI MF - ESG Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
−0.46%
6 Months
18.40%
6.77%
1 Year
9.21%
7.38%
3 Years
13.13%
9.03%
5 Years
13.39%
—
Since Inception
14.83%
10.29%
Fund Age
10 yrs
4 yrs 2 mo
AUM
₹666.2 Cr
₹9.69 Cr
Alpha – 1 Year
9.64%
7.73%
Alpha – 3 Years
4.56%
0.04%
Information Ratio – 3 Years
0.38
0.09
Volatility – 1 Year
18.95%
17.08%
Volatility – 3 Years
16.01%
16.18%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
0.27
0.20
Sharpe Ratio – 3 Years
0.52
0.33
Worst Rolling Year
-3.31%
7.39%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−20.80%
−24.88%
Recovery Period
109 days
Not yet recovered
1-Year Rolling Windows Positive
96.71%
100.00%
Median Rolling Year
17.72%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 13% · M 17% · S 66%
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –