Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
ValueQuest - Platinum
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
2.62%
6 Months
14.68%
20.31%
1 Year
11.65%
5.50%
3 Years
7.09%
14.22%
5 Years
8.41%
16.13%
Since Inception
10.45%
18.70%
Fund Age
10 yrs 5 mo
9 yrs 8 mo
AUM
₹24.48 Cr
₹3,491.64 Cr
Alpha – 1 Year
12.00%
2.52%
Alpha – 3 Years
−1.90%
2.33%
Information Ratio – 3 Years
-0.12
0.19
Volatility – 1 Year
20.48%
25.24%
Volatility – 3 Years
16.32%
21.26%
Beta – 1 Year
1.11
1.29
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
0.36
0.11
Sharpe Ratio – 3 Years
0.15
0.48
Worst Rolling Year
-5.06%
-9.34%
Value at Worst Rolling Year
₹0.95 Cr
₹0.91 Cr
Deepest Drawdown
−24.00%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
92.00%
93.29%
Median Rolling Year
9.94%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 5% · S 35%
L 23% · M 15% · S 57%
Number of Stocks
31
30
Portfolio P/E
28.34
—
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 1% / 1%