Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
6.35%
6 Months
6.77%
17.95%
1 Year
7.38%
21.71%
3 Years
9.03%
19.34%
5 Years
—
—
Since Inception
10.29%
19.34%
Fund Age
4 yrs 2 mo
3 yrs 6 mo
AUM
₹9.69 Cr
₹18.73 Cr
Alpha – 1 Year
7.73%
16.99%
Alpha – 3 Years
0.04%
7.25%
Information Ratio – 3 Years
0.09
0.85
Volatility – 1 Year
17.08%
22.22%
Volatility – 3 Years
16.18%
20.72%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
1.08
0.89
Sharpe Ratio – 1 Year
0.20
0.75
Sharpe Ratio – 3 Years
0.33
0.85
Worst Rolling Year
7.39%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−24.88%
—
Recovery Period
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%
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%