Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.76%
2.21%
6 Months
25.00%
21.04%
1 Year
17.14%
21.34%
3 Years
16.20%
19.08%
5 Years
15.34%
23.67%
Since Inception
19.60%
—
Fund Age
7 yrs 3 mo
6 yrs 4 mo
AUM
₹127.23 Cr
₹364.08 Cr
Alpha – 1 Year
12.42%
21.69%
Alpha – 3 Years
4.43%
10.08%
Information Ratio – 3 Years
0.38
0.52
Volatility – 1 Year
23.12%
32.28%
Volatility – 3 Years
20.20%
28.08%
Beta – 1 Year
1.18
1.47
Beta – 3 Years
1.05
1.60
Sharpe Ratio – 1 Year
0.56
0.58
Sharpe Ratio – 3 Years
0.61
0.57
Worst Rolling Year
13.55%
15.61%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−26.74%
−31.98%
Recovery Period
143 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 90% · M 10%
Number of Stocks
101
—
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / 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%