Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Valtrust equity funds
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Valtrust equity funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
2.45%
6 Months
6.77%
9.02%
1 Year
7.38%
18.15%
3 Years
9.03%
18.72%
5 Years
—
—
Since Inception
10.29%
22.94%
Fund Age
4 yrs 2 mo
3 yrs 5 mo
AUM
₹9.69 Cr
₹3.73 Cr
Alpha – 1 Year
7.73%
13.43%
Alpha – 3 Years
0.04%
6.63%
Information Ratio – 3 Years
0.09
1.00
Volatility – 1 Year
17.08%
14.44%
Volatility – 3 Years
16.18%
12.28%
Beta – 1 Year
0.95
0.74
Beta – 3 Years
1.08
0.73
Sharpe Ratio – 1 Year
0.20
0.86
Sharpe Ratio – 3 Years
0.33
1.04
Worst Rolling Year
7.39%
18.23%
Value at Worst Rolling Year
₹1.07 Cr
₹1.18 Cr
Deepest Drawdown
−24.88%
−12.58%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
20.00%
5-Year Rolling Windows Positive
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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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%