Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
3.42%
6 Months
6.77%
2.89%
1 Year
7.38%
2.59%
3 Years
9.03%
10.39%
5 Years
—
8.86%
Since Inception
10.29%
11.13%
Fund Age
4 yrs 2 mo
5 yrs 6 mo
AUM
₹9.69 Cr
₹63.54 Cr
Alpha – 1 Year
7.73%
−0.39%
Alpha – 3 Years
0.04%
−1.50%
Information Ratio – 3 Years
0.09
-0.34
Volatility – 1 Year
17.08%
16.68%
Volatility – 3 Years
16.18%
13.79%
Beta – 1 Year
0.95
0.95
Beta – 3 Years
1.08
0.88
Sharpe Ratio – 1 Year
0.20
-0.09
Sharpe Ratio – 3 Years
0.33
0.40
Worst Rolling Year
7.39%
6.98%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−24.88%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 53%
L 69% · M 25% · S 5%
Number of Stocks
22
40
Portfolio P/E
44.95
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%