Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
3.07%
6 Months
6.77%
13.63%
1 Year
7.38%
10.76%
3 Years
9.03%
13.00%
5 Years
—
13.13%
Since Inception
10.29%
20.07%
Fund Age
4 yrs 2 mo
10 yrs 11 mo
AUM
₹9.69 Cr
₹942.94 Cr
Alpha – 1 Year
7.73%
6.04%
Alpha – 3 Years
0.04%
0.91%
Information Ratio – 3 Years
0.09
0.27
Volatility – 1 Year
17.08%
18.61%
Volatility – 3 Years
16.18%
17.55%
Beta – 1 Year
0.95
1.02
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.20
0.35
Sharpe Ratio – 3 Years
0.33
0.49
Worst Rolling Year
7.39%
-10.32%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−24.88%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
9.85%
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
L 15% · M 3% · S 82%
Number of Stocks
22
—
Portfolio P/E
44.95
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
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
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—