Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
3.26%
6 Months
14.68%
4.03%
1 Year
11.65%
0.70%
3 Years
7.09%
10.01%
5 Years
8.41%
8.40%
Since Inception
10.45%
14.84%
Fund Age
10 yrs 5 mo
7 yrs 10 mo
AUM
₹24.48 Cr
₹2,937.84 Cr
Alpha – 1 Year
12.00%
−2.28%
Alpha – 3 Years
−1.90%
−1.88%
Information Ratio – 3 Years
-0.12
-0.37
Volatility – 1 Year
20.48%
17.90%
Volatility – 3 Years
16.32%
14.65%
Beta – 1 Year
1.11
1.00
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
0.36
-0.18
Sharpe Ratio – 3 Years
0.15
0.35
Worst Rolling Year
-5.06%
7.25%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−24.00%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
92.00%
100.00%
Median Rolling Year
9.94%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 5% · S 35%
L 58% · M 15% · S 26%
Number of Stocks
31
71
Portfolio P/E
28.34
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%