Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
6.77%
11.30%
1 Year
7.38%
5.88%
3 Years
9.03%
—
5 Years
—
—
Since Inception
10.29%
10.85%
Fund Age
4 yrs 2 mo
2 yrs 5 mo
AUM
₹9.69 Cr
₹45.96 Cr
Alpha – 1 Year
7.73%
−0.98%
Alpha – 3 Years
0.04%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
17.08%
21.88%
Volatility – 3 Years
16.18%
—
Beta – 1 Year
0.95
2.00
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.20
0.12
Sharpe Ratio – 3 Years
0.33
—
Worst Rolling Year
7.39%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−24.88%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.85%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 41% · M 53%
L 12% · M 4% · S 66%
Number of Stocks
22
39
Portfolio P/E
44.95
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1.5% / 1%