Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.46%
7.48%
6 Months
6.77%
9.42%
1 Year
7.38%
28.25%
3 Years
9.03%
18.47%
5 Years
—
21.31%
Since Inception
10.29%
21.69%
Fund Age
4 yrs 2 mo
5 yrs
AUM
₹9.69 Cr
₹79.02 Cr
Alpha – 1 Year
7.73%
23.53%
Alpha – 3 Years
0.04%
6.38%
Information Ratio – 3 Years
0.09
0.27
Volatility – 1 Year
17.08%
18.12%
Volatility – 3 Years
16.18%
27.25%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
1.08
0.86
Sharpe Ratio – 1 Year
0.20
1.18
Sharpe Ratio – 3 Years
0.33
0.56
Worst Rolling Year
7.39%
15.67%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−24.88%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
L 10% · M 9% · S 69%
Number of Stocks
22
34
Portfolio P/E
44.95
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%