Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.15%
2.21%
6 Months
9.28%
21.04%
1 Year
4.13%
21.34%
3 Years
7.71%
19.08%
5 Years
8.27%
23.67%
Since Inception
11.49%
—
Fund Age
8 yrs 5 mo
6 yrs 4 mo
AUM
₹123.55 Cr
₹364.08 Cr
Alpha – 1 Year
−0.59%
21.69%
Alpha – 3 Years
−4.38%
10.08%
Information Ratio – 3 Years
-0.33
0.52
Volatility – 1 Year
21.50%
32.28%
Volatility – 3 Years
16.95%
28.08%
Beta – 1 Year
1.12
1.47
Beta – 3 Years
0.97
1.60
Sharpe Ratio – 1 Year
-0.02
0.58
Sharpe Ratio – 3 Years
0.26
0.57
Worst Rolling Year
7.04%
15.61%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−24.41%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
L 90% · M 10%
Number of Stocks
20
—
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
—
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%