Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
3.29%
6 Months
25.32%
14.68%
1 Year
18.21%
11.65%
3 Years
32.70%
7.09%
5 Years
23.63%
8.41%
Since Inception
28.38%
10.45%
Fund Age
7 yrs 10 mo
10 yrs 5 mo
AUM
₹8,686.39 Cr
₹24.48 Cr
Alpha – 1 Year
13.49%
12.00%
Alpha – 3 Years
20.61%
−1.90%
Information Ratio – 3 Years
1.92
-0.12
Volatility – 1 Year
22.97%
20.48%
Volatility – 3 Years
19.40%
16.32%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.61
0.36
Sharpe Ratio – 3 Years
1.30
0.15
Worst Rolling Year
17.00%
-5.06%
Value at Worst Rolling Year
₹1.17 Cr
₹0.95 Cr
Deepest Drawdown
−22.23%
−24.00%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
30.47%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 41% · M 5% · S 35%
Number of Stocks
43
31
Portfolio P/E
62.25
28.34
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –