Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
6.77%
6.39%
1 Year
7.38%
0.37%
3 Years
9.03%
11.18%
5 Years
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Since Inception
10.29%
4.21%
Fund Age
4 yrs 2 mo
4 yrs 6 mo
AUM
₹9.69 Cr
₹59.82 Cr
Alpha – 1 Year
7.73%
−2.61%
Alpha – 3 Years
0.04%
−0.71%
Information Ratio – 3 Years
0.09
0.13
Volatility – 1 Year
17.08%
22.91%
Volatility – 3 Years
16.18%
17.96%
Beta – 1 Year
0.95
1.09
Beta – 3 Years
1.08
1.01
Sharpe Ratio – 1 Year
0.20
-0.11
Sharpe Ratio – 3 Years
0.33
0.38
Worst Rolling Year
7.39%
3.87%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−24.88%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.85%
12.37%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 53%
L 40% · M 26% · S 33%
Number of Stocks
22
35
Portfolio P/E
44.95
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%