Portfolio Management Services (PMS)Compare Schemes
Shepherds Hill - Value Magno vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Shepherds Hill - Value Magno
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
−0.46%
6 Months
5.44%
6.77%
1 Year
6.80%
7.38%
3 Years
17.32%
9.03%
5 Years
18.10%
—
Since Inception
16.54%
10.29%
Fund Age
11 yrs 1 mo
4 yrs 2 mo
AUM
₹120.51 Cr
₹9.69 Cr
Alpha – 1 Year
3.04%
7.73%
Alpha – 3 Years
6.42%
0.04%
Information Ratio – 3 Years
0.53
0.09
Volatility – 1 Year
13.99%
17.08%
Volatility – 3 Years
15.09%
16.18%
Beta – 1 Year
0.76
0.95
Beta – 3 Years
0.68
1.08
Sharpe Ratio – 1 Year
0.16
0.20
Sharpe Ratio – 3 Years
0.86
0.33
Worst Rolling Year
-18.71%
7.39%
Value at Worst Rolling Year
₹0.81 Cr
₹1.07 Cr
Deepest Drawdown
−12.53%
−24.88%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
77.50%
100.00%
Median Rolling Year
19.23%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 15% · M 5% · S 66%
L 41% · M 53%
Number of Stocks
16
22
Portfolio P/E
—
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
—
2.00% / yr
Performance Fee / Plan
22% of profit, above 6%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –