Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.61%
2.21%
6 Months
11.19%
21.04%
1 Year
4.47%
21.34%
3 Years
14.82%
19.08%
5 Years
12.64%
23.67%
Since Inception
13.38%
—
Fund Age
19 yrs
6 yrs 4 mo
AUM
₹1,249 Cr
₹364.08 Cr
Alpha – 1 Year
4.82%
21.69%
Alpha – 3 Years
5.82%
10.08%
Information Ratio – 3 Years
0.87
0.52
Volatility – 1 Year
21.24%
32.28%
Volatility – 3 Years
17.51%
28.08%
Beta – 1 Year
1.09
1.47
Beta – 3 Years
1.04
1.60
Sharpe Ratio – 1 Year
0.05
0.58
Sharpe Ratio – 3 Years
0.69
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 40% · M 40% · S 15%
L 90% · M 10%
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
Fixed Fee
2.00% / 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%