Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
−0.46%
6 Months
1.04%
6.77%
1 Year
0.26%
7.38%
3 Years
5.24%
9.03%
5 Years
—
—
Since Inception
8.72%
10.29%
Fund Age
3 yrs 3 mo
4 yrs 2 mo
AUM
₹10.49 Cr
₹9.69 Cr
Alpha – 1 Year
−5.71%
7.73%
Alpha – 3 Years
−5.66%
0.04%
Information Ratio – 3 Years
-0.42
0.09
Volatility – 1 Year
12.03%
17.08%
Volatility – 3 Years
9.92%
16.18%
Beta – 1 Year
1.11
0.95
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
-0.37
0.20
Sharpe Ratio – 3 Years
0.02
0.33
Worst Rolling Year
4.93%
7.39%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−12.18%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.41%
9.85%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –