Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.46%
0.30%
6 Months
6.77%
26.99%
1 Year
7.38%
26.29%
3 Years
9.03%
27.01%
5 Years
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Since Inception
10.29%
35.84%
Fund Age
4 yrs 2 mo
4 yrs 3 mo
AUM
₹9.69 Cr
₹521.91 Cr
Alpha – 1 Year
7.73%
28.33%
Alpha – 3 Years
0.04%
20.36%
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
17.08%
31.27%
Volatility – 3 Years
16.18%
25.96%
Beta – 1 Year
0.95
—
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.20
0.72
Sharpe Ratio – 3 Years
0.33
0.85
Worst Rolling Year
7.39%
27.02%
Value at Worst Rolling Year
₹1.07 Cr
₹1.27 Cr
Deepest Drawdown
−24.88%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 53%
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Number of Stocks
22
49
Portfolio P/E
44.95
21.17
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
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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