Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Vallum Multi Activa Strategy
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%
1.82%
6 Months
6.77%
3.61%
1 Year
7.38%
28.29%
3 Years
9.03%
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5 Years
—
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Since Inception
10.29%
23.99%
Fund Age
4 yrs 2 mo
19 mo
AUM
₹9.69 Cr
₹14.97 Cr
Alpha – 1 Year
7.73%
20.75%
Alpha – 3 Years
0.04%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
17.08%
13.84%
Volatility – 3 Years
16.18%
—
Beta – 1 Year
0.95
0.77
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.20
1.50
Sharpe Ratio – 3 Years
0.33
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Worst Rolling Year
7.39%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−24.88%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.85%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 41% · M 53%
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Number of Stocks
22
—
Portfolio P/E
44.95
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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%
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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
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Exit Load (Y1 / Y2 / Y3)
1% / – / –
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