Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
14.68%
23.02%
1 Year
11.65%
—
3 Years
7.09%
—
5 Years
8.41%
—
Since Inception
10.45%
13.86%
Fund Age
10 yrs 5 mo
10 mo
AUM
₹24.48 Cr
₹13.6 Cr
Alpha – 1 Year
12.00%
—
Alpha – 3 Years
−1.90%
—
Information Ratio – 3 Years
-0.12
—
Volatility – 1 Year
20.48%
—
Volatility – 3 Years
16.32%
—
Beta – 1 Year
1.11
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.36
—
Sharpe Ratio – 3 Years
0.15
—
Worst Rolling Year
-5.06%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−24.00%
—
Recovery Period
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%
S 97%
Number of Stocks
31
29
Portfolio P/E
28.34
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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%