Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
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
5.18%
2.21%
6 Months
19.69%
21.04%
1 Year
25.97%
21.34%
3 Years
17.02%
19.08%
5 Years
—
23.67%
Since Inception
24.02%
—
Fund Age
4 yrs 2 mo
6 yrs 4 mo
AUM
₹101.01 Cr
₹364.08 Cr
Alpha – 1 Year
21.25%
21.69%
Alpha – 3 Years
4.93%
10.08%
Information Ratio – 3 Years
0.46
0.52
Volatility – 1 Year
21.63%
32.28%
Volatility – 3 Years
19.42%
28.08%
Beta – 1 Year
1.10
1.47
Beta – 3 Years
1.04
1.60
Sharpe Ratio – 1 Year
0.93
0.58
Sharpe Ratio – 3 Years
0.65
0.57
Worst Rolling Year
16.82%
15.61%
Value at Worst Rolling Year
₹1.17 Cr
₹1.16 Cr
Deepest Drawdown
−20.44%
−31.98%
Recovery Period
365 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%