Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
True-Equity Factor Quant
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%
1.09%
6 Months
6.77%
3.47%
1 Year
7.38%
−3.80%
3 Years
9.03%
11.26%
5 Years
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—
Since Inception
10.29%
13.40%
Fund Age
4 yrs 2 mo
3 yrs 11 mo
AUM
₹9.69 Cr
₹143.29 Cr
Alpha – 1 Year
7.73%
−6.78%
Alpha – 3 Years
0.04%
−0.63%
Information Ratio – 3 Years
0.09
-0.10
Volatility – 1 Year
17.08%
15.14%
Volatility – 3 Years
16.18%
16.91%
Beta – 1 Year
0.95
0.83
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
0.20
-0.54
Sharpe Ratio – 3 Years
0.33
0.40
Worst Rolling Year
7.39%
11.18%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−24.88%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
17.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 53%
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Number of Stocks
22
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%