Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
6.77%
13.10%
1 Year
7.38%
18.11%
3 Years
9.03%
14.56%
5 Years
—
8.71%
Since Inception
10.29%
13.67%
Fund Age
4 yrs 2 mo
11 yrs 2 mo
AUM
₹9.69 Cr
₹138.06 Cr
Alpha – 1 Year
7.73%
18.46%
Alpha – 3 Years
0.04%
5.57%
Information Ratio – 3 Years
0.09
0.62
Volatility – 1 Year
17.08%
22.83%
Volatility – 3 Years
16.18%
16.72%
Beta – 1 Year
0.95
1.29
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.20
0.61
Sharpe Ratio – 3 Years
0.33
0.55
Worst Rolling Year
7.39%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−24.88%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
9.85%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
L 38% · M 14% · S 45%
Number of Stocks
22
18
Portfolio P/E
44.95
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%