Portfolio Management Services (PMS)Compare Schemes
Tamohara - Q Strategy vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Tamohara - Q Strategy
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
6.77%
1.92%
1 Year
7.38%
0.43%
3 Years
9.03%
—
5 Years
—
—
Since Inception
10.29%
6.17%
Fund Age
4 yrs 2 mo
2 yrs 2 mo
AUM
₹9.69 Cr
₹22.98 Cr
Alpha – 1 Year
7.73%
−2.55%
Alpha – 3 Years
0.04%
—
Information Ratio – 3 Years
0.09
—
Volatility – 1 Year
17.08%
16.90%
Volatility – 3 Years
16.18%
—
Beta – 1 Year
0.95
0.96
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.20
-0.22
Sharpe Ratio – 3 Years
0.33
—
Worst Rolling Year
7.39%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−24.88%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.85%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 41% · M 53%
L 61% · M 14% · S 21%
Number of Stocks
22
41
Portfolio P/E
44.95
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%