To construct well researched and comprehensive portfolio to generate steady wealth creation in the long run.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -11.91% | 0.86 | 13.31% | 67.16% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Tamohara TIOS | 4.0% | 0.3% | 1.5% | 9.3% | 11.8% | 18.2% | 7.1% | - | 10.7% |
| BSE 200 | 4.3% | 1.8% | -1.8% | 3.0% | 10.6% | 23.0% | 10.3% | - | 13.4% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Tamohara TIOS | Multi Cap | Sheetal Malpani & Harini Dedhia | 01 April 2018 | 5Y 1M | - | BSE 200 | 10.7% | - | 11 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.12% | -6.3% | 67.16% | -7.42% | 0.92 | 13.31% | 3.42 | -4.57% | -0.62 | 37.31 % |
| Nifty 500 | -1.11% | -10.8% | -11.91% | 0.86 | -5.09% | -0.70 | 41.79 % | |||
| Nifty Midcap 100 | -7.24% | -22.45% | -29.69% | 0.60 | -5.53% | -0.47 | 40.30 % | |||
| Nifty Smallcap 100 | 1.56% | -39.36% | -37.80% | 0.30 | -4.13% | -0.24 | 40.30 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Asian Paints | 5.88 |
| Bharti Airtel Ltd | 5.77 |
| Blue Dart Express Ltd | 5.58 |
| Dr. Reddys Lab | 5.97 |
| Hdfc Bank | 3.89 |
| Hindustan Unilever Ltd | 3.59 |
| HDFC Ltd. | 3.58 |
| ICICI Bank | 7.09 |
| ICICI Lombard Gen. | 5.28 |
| Infosys | 8.55 |
| ITC Ltd | 2.40 |
| JB Chem & Pharma | 5.00 |
| Kotak Mahindra Bank Ltd | 4.48 |
| Mahindra CIE | 4.15 |
| Maruti Suzuki | 4.16 |
| Shree Cements Ltd | 3.55 |
| State Bank of India | 3.81 |
| TATA Consumer Products | 4.77 |
| Top 18 Equity Holdings | 87.50 |
Sector Allocation
| Holding | % |
|---|---|
| Insurance | 1.36 |
| Automobiles & Components | 3.94 |
| Household & Personal Products | 3.97 |
| Transportation | 5.33 |
| Telecommunication | 5.85 |
| Software & Services | 7.84 |
| Pharmaceuticals, Biotechnology & Life Sciences | 9.79 |
| Materials | 9.84 |
| Food Beverage & Tobacco | 13.53 |
| Cash | 15.98 |
| Banks | 22.57 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 46.5 |
| Mid Cap | 9.6 |
| Small Cap | 20.5 |
| Cash | 16.8 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 21.
