Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.29%
0.30%
6 Months
14.68%
26.99%
1 Year
11.65%
26.29%
3 Years
7.09%
27.01%
5 Years
8.41%
—
Since Inception
10.45%
35.84%
Fund Age
10 yrs 5 mo
4 yrs 3 mo
AUM
₹24.48 Cr
₹521.91 Cr
Alpha – 1 Year
12.00%
28.33%
Alpha – 3 Years
−1.90%
20.36%
Information Ratio – 3 Years
-0.12
—
Volatility – 1 Year
20.48%
31.27%
Volatility – 3 Years
16.32%
25.96%
Beta – 1 Year
1.11
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.36
0.72
Sharpe Ratio – 3 Years
0.15
0.85
Worst Rolling Year
-5.06%
27.02%
Value at Worst Rolling Year
₹0.95 Cr
₹1.27 Cr
Deepest Drawdown
−24.00%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
92.00%
100.00%
Median Rolling Year
9.94%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 5% · S 35%
—
Number of Stocks
31
49
Portfolio P/E
28.34
21.17
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%
—
Top Sectors
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / – / –
—