Portfolio Management Services (PMS)Compare Schemes
Alphaa Focused Small-Cap Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Alphaa Focused Small-Cap Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.26%
2.21%
6 Months
4.25%
21.04%
1 Year
−3.44%
21.34%
3 Years
9.79%
19.08%
5 Years
—
23.67%
Since Inception
10.87%
—
Fund Age
3 yrs
6 yrs 4 mo
AUM
₹15.27 Cr
₹364.08 Cr
Alpha – 1 Year
−3.09%
21.69%
Alpha – 3 Years
0.79%
10.08%
Information Ratio – 3 Years
0.12
0.52
Volatility – 1 Year
22.93%
32.28%
Volatility – 3 Years
21.19%
28.08%
Beta – 1 Year
1.23
1.47
Beta – 3 Years
1.16
1.60
Sharpe Ratio – 1 Year
-0.28
0.58
Sharpe Ratio – 3 Years
0.30
0.57
Worst Rolling Year
9.80%
15.61%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
−27.79%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.35%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 0% · S 97%
L 90% · M 10%
Number of Stocks
46
—
Portfolio P/E
22.80
—
Top 5 Holdings
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
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 · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
—
Fixed Fee
1.50% / yr
7.50% / yr
Performance Fee / Plan
20% of profit, above 12%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%