Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.66%
2.21%
6 Months
−5.56%
21.04%
1 Year
34.70%
21.34%
3 Years
27.41%
19.08%
5 Years
32.51%
23.67%
Since Inception
32.15%
—
Fund Age
13 yrs 6 mo
6 yrs 4 mo
AUM
₹2,318.72 Cr
₹364.08 Cr
Alpha – 1 Year
35.05%
21.69%
Alpha – 3 Years
18.41%
10.08%
Information Ratio – 3 Years
1.03
0.52
Volatility – 1 Year
21.67%
32.28%
Volatility – 3 Years
15.53%
28.08%
Beta – 1 Year
0.28
1.47
Beta – 3 Years
0.35
1.60
Sharpe Ratio – 1 Year
1.24
0.58
Sharpe Ratio – 3 Years
1.31
0.57
Worst Rolling Year
-17.36%
15.61%
Value at Worst Rolling Year
₹0.83 Cr
₹1.16 Cr
Deepest Drawdown
−21.72%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 90% · M 10%
Number of Stocks
9
—
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / 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%