Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
−0.27%
6 Months
6.77%
−1.47%
1 Year
7.38%
6.66%
3 Years
9.03%
11.29%
5 Years
—
13.68%
Since Inception
10.29%
15.03%
Fund Age
4 yrs 2 mo
5 yrs 7 mo
AUM
₹9.69 Cr
₹138.83 Cr
Alpha – 1 Year
7.73%
7.01%
Alpha – 3 Years
0.04%
2.30%
Information Ratio – 3 Years
0.09
0.23
Volatility – 1 Year
17.08%
16.50%
Volatility – 3 Years
16.18%
16.10%
Beta – 1 Year
0.95
0.93
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
0.20
0.15
Sharpe Ratio – 3 Years
0.33
0.41
Worst Rolling Year
7.39%
11.25%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−24.88%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
—
Number of Stocks
22
18
Portfolio P/E
44.95
32.00
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 Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%