Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Unifi BCAD
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%
2.20%
6 Months
6.77%
6.88%
1 Year
7.38%
5.29%
3 Years
9.03%
8.34%
5 Years
—
9.52%
Since Inception
10.29%
13.35%
Fund Age
4 yrs 2 mo
8 yrs 3 mo
AUM
₹9.69 Cr
₹237.35 Cr
Alpha – 1 Year
7.73%
0.57%
Alpha – 3 Years
0.04%
−3.75%
Information Ratio – 3 Years
0.09
-0.44
Volatility – 1 Year
17.08%
19.09%
Volatility – 3 Years
16.18%
16.74%
Beta – 1 Year
0.95
1.07
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.20
0.09
Sharpe Ratio – 3 Years
0.33
0.25
Worst Rolling Year
7.39%
7.37%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−24.88%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
—
Number of Stocks
22
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
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% / – / –
0% / 0% / 0%