Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
3.29%
6 Months
6.77%
14.68%
1 Year
7.38%
11.65%
3 Years
9.03%
7.09%
5 Years
—
8.41%
Since Inception
10.29%
10.45%
Fund Age
4 yrs 2 mo
10 yrs 5 mo
AUM
₹9.69 Cr
₹24.48 Cr
Alpha – 1 Year
7.73%
12.00%
Alpha – 3 Years
0.04%
−1.90%
Information Ratio – 3 Years
0.09
-0.12
Volatility – 1 Year
17.08%
20.48%
Volatility – 3 Years
16.18%
16.32%
Beta – 1 Year
0.95
1.11
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.20
0.36
Sharpe Ratio – 3 Years
0.33
0.15
Worst Rolling Year
7.39%
-5.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.95 Cr
Deepest Drawdown
−24.88%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
9.85%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
L 41% · M 5% · S 35%
Number of Stocks
22
31
Portfolio P/E
44.95
28.34
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%
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
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / – / –