Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.47%
2.21%
6 Months
−2.07%
21.04%
1 Year
−0.17%
21.34%
3 Years
9.32%
19.08%
5 Years
7.90%
23.67%
Since Inception
11.39%
—
Fund Age
7 yrs 6 mo
6 yrs 4 mo
AUM
₹2.61 Cr
₹364.08 Cr
Alpha – 1 Year
0.18%
21.69%
Alpha – 3 Years
0.32%
10.08%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
16.91%
32.28%
Volatility – 3 Years
14.31%
28.08%
Beta – 1 Year
1.05
1.47
Beta – 3 Years
1.01
1.60
Sharpe Ratio – 1 Year
-0.24
0.58
Sharpe Ratio – 3 Years
0.31
0.57
Worst Rolling Year
7.30%
15.61%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−17.23%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 90% · M 10%
Number of Stocks
26
—
Portfolio P/E
24.76
—
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%