Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
6.77%
7.61%
1 Year
7.38%
−0.76%
3 Years
9.03%
11.28%
5 Years
—
9.58%
Since Inception
10.29%
11.67%
Fund Age
4 yrs 2 mo
7 yrs 11 mo
AUM
₹9.69 Cr
₹12.5 Cr
Alpha – 1 Year
7.73%
−3.74%
Alpha – 3 Years
0.04%
−0.61%
Information Ratio – 3 Years
0.09
-0.06
Volatility – 1 Year
17.08%
20.02%
Volatility – 3 Years
16.18%
16.21%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
1.08
0.91
Sharpe Ratio – 1 Year
0.20
-0.22
Sharpe Ratio – 3 Years
0.33
0.41
Worst Rolling Year
7.39%
8.66%
Value at Worst Rolling Year
₹1.07 Cr
₹1.09 Cr
Deepest Drawdown
−24.88%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
L 36% · M 30% · S 35%
Number of Stocks
22
15
Portfolio P/E
44.95
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%