Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
14.68%
7.61%
1 Year
11.65%
−0.76%
3 Years
7.09%
11.28%
5 Years
8.41%
9.58%
Since Inception
10.45%
11.67%
Fund Age
10 yrs 5 mo
7 yrs 11 mo
AUM
₹24.48 Cr
₹12.5 Cr
Alpha – 1 Year
12.00%
−3.74%
Alpha – 3 Years
−1.90%
−0.61%
Information Ratio – 3 Years
-0.12
-0.06
Volatility – 1 Year
20.48%
20.02%
Volatility – 3 Years
16.32%
16.21%
Beta – 1 Year
1.11
1.05
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
0.36
-0.22
Sharpe Ratio – 3 Years
0.15
0.41
Worst Rolling Year
-5.06%
8.66%
Value at Worst Rolling Year
₹0.95 Cr
₹1.09 Cr
Deepest Drawdown
−24.00%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
92.00%
100.00%
Median Rolling Year
9.94%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 5% · S 35%
L 36% · M 30% · S 35%
Number of Stocks
31
15
Portfolio P/E
28.34
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%