Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.11%
2.21%
6 Months
10.76%
21.04%
1 Year
8.14%
21.34%
3 Years
7.76%
19.08%
5 Years
10.03%
23.67%
Since Inception
11.69%
—
Fund Age
6 yrs 8 mo
6 yrs 4 mo
AUM
₹87.23 Cr
₹364.08 Cr
Alpha – 1 Year
8.57%
21.69%
Alpha – 3 Years
−0.81%
10.08%
Information Ratio – 3 Years
0.02
0.52
Volatility – 1 Year
23.09%
32.28%
Volatility – 3 Years
18.26%
28.08%
Beta – 1 Year
1.29
1.47
Beta – 3 Years
1.11
1.60
Sharpe Ratio – 1 Year
0.21
0.58
Sharpe Ratio – 3 Years
0.22
0.57
Worst Rolling Year
6.59%
15.61%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−25.42%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 90% · M 10%
Number of Stocks
41
—
Portfolio P/E
25.23
—
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%