Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
Wright Factor Fund
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%
10.96%
6 Months
14.68%
14.84%
1 Year
11.65%
16.93%
3 Years
7.09%
—
5 Years
8.41%
—
Since Inception
10.45%
20.33%
Fund Age
10 yrs 5 mo
3 yrs
AUM
₹24.48 Cr
₹214.05 Cr
Alpha – 1 Year
12.00%
12.21%
Alpha – 3 Years
−1.90%
—
Information Ratio – 3 Years
-0.12
0.51
Volatility – 1 Year
20.48%
22.29%
Volatility – 3 Years
16.32%
21.03%
Beta – 1 Year
1.11
0.97
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.36
0.57
Sharpe Ratio – 3 Years
0.15
0.72
Worst Rolling Year
-5.06%
18.92%
Value at Worst Rolling Year
₹0.95 Cr
₹1.19 Cr
Deepest Drawdown
−24.00%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
92.00%
100.00%
Median Rolling Year
9.94%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 5% · S 35%
L 12% · M 21% · S 55%
Number of Stocks
31
25
Portfolio P/E
28.34
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%