Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
ValueQuest - Platinum
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
2.62%
6 Months
6.77%
20.31%
1 Year
7.38%
5.50%
3 Years
9.03%
14.22%
5 Years
—
16.13%
Since Inception
10.29%
18.70%
Fund Age
4 yrs 2 mo
9 yrs 8 mo
AUM
₹9.69 Cr
₹3,491.64 Cr
Alpha – 1 Year
7.73%
2.52%
Alpha – 3 Years
0.04%
2.33%
Information Ratio – 3 Years
0.09
0.19
Volatility – 1 Year
17.08%
25.24%
Volatility – 3 Years
16.18%
21.26%
Beta – 1 Year
0.95
1.29
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
0.20
0.11
Sharpe Ratio – 3 Years
0.33
0.48
Worst Rolling Year
7.39%
-9.34%
Value at Worst Rolling Year
₹1.07 Cr
₹0.91 Cr
Deepest Drawdown
−24.88%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
9.85%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
L 23% · M 15% · S 57%
Number of Stocks
22
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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% / – / –
1% / 1% / 1%