Portfolio Management Services (PMS)Compare Schemes
Counter Cyclical - Diversified Long Term Value vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Counter Cyclical - Diversified Long Term Value
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.89%
2.21%
6 Months
26.09%
21.04%
1 Year
14.74%
21.34%
3 Years
18.63%
19.08%
5 Years
29.18%
23.67%
Since Inception
45.31%
—
Fund Age
7 yrs 1 mo
6 yrs 4 mo
AUM
₹1,025.6 Cr
₹364.08 Cr
Alpha – 1 Year
10.02%
21.69%
Alpha – 3 Years
6.54%
10.08%
Information Ratio – 3 Years
0.41
0.52
Volatility – 1 Year
29.04%
32.28%
Volatility – 3 Years
23.98%
28.08%
Beta – 1 Year
1.50
1.47
Beta – 3 Years
1.19
1.60
Sharpe Ratio – 1 Year
0.42
0.58
Sharpe Ratio – 3 Years
0.61
0.57
Worst Rolling Year
17.65%
15.61%
Value at Worst Rolling Year
₹1.18 Cr
₹1.16 Cr
Deepest Drawdown
−31.35%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
48.53%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 95%
L 90% · M 10%
Number of Stocks
182
—
Portfolio P/E
16.18
—
Top 5 Holdings
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
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 · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
Variable Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%