Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Vallum India Discovery
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%
8.27%
6 Months
6.77%
25.28%
1 Year
7.38%
14.17%
3 Years
9.03%
11.84%
5 Years
—
13.19%
Since Inception
10.29%
20.72%
Fund Age
4 yrs 2 mo
5 yrs 11 mo
AUM
₹9.69 Cr
₹1,246.45 Cr
Alpha – 1 Year
7.73%
9.45%
Alpha – 3 Years
0.04%
−0.25%
Information Ratio – 3 Years
0.09
0.04
Volatility – 1 Year
17.08%
23.38%
Volatility – 3 Years
16.18%
20.74%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
0.20
0.45
Sharpe Ratio – 3 Years
0.33
0.42
Worst Rolling Year
7.39%
8.63%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−24.88%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
19.18%
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%
—
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
—
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0.5% / 0%