Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−2.26%
2.21%
6 Months
2.99%
21.04%
1 Year
−3.69%
21.34%
3 Years
10.02%
19.08%
5 Years
11.07%
23.67%
Since Inception
15.34%
—
Fund Age
8 yrs 4 mo
6 yrs 4 mo
AUM
₹143.52 Cr
₹364.08 Cr
Alpha – 1 Year
−8.41%
21.69%
Alpha – 3 Years
−2.07%
10.08%
Information Ratio – 3 Years
-0.34
0.52
Volatility – 1 Year
19.13%
32.28%
Volatility – 3 Years
16.08%
28.08%
Beta – 1 Year
1.05
1.47
Beta – 3 Years
0.98
1.60
Sharpe Ratio – 1 Year
-0.38
0.58
Sharpe Ratio – 3 Years
0.35
0.57
Worst Rolling Year
10.02%
15.61%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
−22.11%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.21%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 21% · S 27%
L 90% · M 10%
Number of Stocks
30
—
Portfolio P/E
35.28
—
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
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 · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%