Portfolio Management Services (PMS)Compare Schemes
Equentis Multi-Cap Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Equentis Multi-Cap Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.89%
2.21%
6 Months
6.49%
21.04%
1 Year
7.74%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
3.50%
—
Fund Age
18 mo
6 yrs 4 mo
AUM
₹90.44 Cr
₹364.08 Cr
Alpha – 1 Year
8.09%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
16.04%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.97
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.21
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−13.86%
−31.98%
Recovery Period
Not yet recovered
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 23% · S 27%
L 90% · M 10%
Number of Stocks
110
—
Portfolio P/E
36.94
—
Top 5 Holdings
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
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 · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
—
Fixed Fee
2.25% / 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%