Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.83%
2.21%
6 Months
−2.22%
21.04%
1 Year
−4.46%
21.34%
3 Years
4.69%
19.08%
5 Years
4.88%
23.67%
Since Inception
9.48%
—
Fund Age
8 yrs 11 mo
6 yrs 4 mo
AUM
₹242.51 Cr
₹364.08 Cr
Alpha – 1 Year
−7.44%
21.69%
Alpha – 3 Years
−7.19%
10.08%
Information Ratio – 3 Years
-1.12
0.52
Volatility – 1 Year
16.89%
32.28%
Volatility – 3 Years
18.01%
28.08%
Beta – 1 Year
0.95
1.47
Beta – 3 Years
1.07
1.60
Sharpe Ratio – 1 Year
-0.51
0.58
Sharpe Ratio – 3 Years
0.04
0.57
Worst Rolling Year
2.18%
15.61%
Value at Worst Rolling Year
₹1.02 Cr
₹1.16 Cr
Deepest Drawdown
−24.10%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 90% · M 10%
Number of Stocks
34
—
Portfolio P/E
41.30
—
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
—
Fixed Fee
2.50% / 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%