Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.10%
2.21%
6 Months
−7.28%
21.04%
1 Year
1.15%
21.34%
3 Years
9.13%
19.08%
5 Years
7.36%
23.67%
Since Inception
8.07%
—
Fund Age
8 yrs 1 mo
6 yrs 4 mo
AUM
₹172.71 Cr
₹364.08 Cr
Alpha – 1 Year
1.58%
21.69%
Alpha – 3 Years
0.57%
10.08%
Information Ratio – 3 Years
0.09
0.52
Volatility – 1 Year
24.79%
32.28%
Volatility – 3 Years
18.71%
28.08%
Beta – 1 Year
1.50
1.47
Beta – 3 Years
1.16
1.60
Sharpe Ratio – 1 Year
-0.05
0.58
Sharpe Ratio – 3 Years
0.27
0.57
Worst Rolling Year
0.74%
15.61%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−19.52%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 17% · S 30%
L 90% · M 10%
Number of Stocks
23
—
Portfolio P/E
21.42
—
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
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 · 99.31%
—
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%