Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
0.77%
6 Months
14.68%
11.30%
1 Year
11.65%
5.88%
3 Years
7.09%
—
5 Years
8.41%
—
Since Inception
10.45%
10.85%
Fund Age
10 yrs 5 mo
2 yrs 5 mo
AUM
₹24.48 Cr
₹45.96 Cr
Alpha – 1 Year
12.00%
−0.98%
Alpha – 3 Years
−1.90%
—
Information Ratio – 3 Years
-0.12
—
Volatility – 1 Year
20.48%
21.88%
Volatility – 3 Years
16.32%
—
Beta – 1 Year
1.11
2.00
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.36
0.12
Sharpe Ratio – 3 Years
0.15
—
Worst Rolling Year
-5.06%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−24.00%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
92.00%
—
Median Rolling Year
9.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 5% · S 35%
L 12% · M 4% · S 66%
Number of Stocks
31
39
Portfolio P/E
28.34
23.43
Top 5 Holdings
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1.5% / 1%