Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.53%
2.21%
6 Months
8.20%
21.04%
1 Year
10.87%
21.34%
3 Years
16.09%
19.08%
5 Years
14.49%
23.67%
Since Inception
9.93%
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Fund Age
8 yrs 9 mo
6 yrs 4 mo
AUM
₹64.23 Cr
₹364.08 Cr
Alpha – 1 Year
7.11%
21.69%
Alpha – 3 Years
5.20%
10.08%
Information Ratio – 3 Years
0.63
0.52
Volatility – 1 Year
21.13%
32.28%
Volatility – 3 Years
19.82%
28.08%
Beta – 1 Year
1.16
1.47
Beta – 3 Years
1.20
1.60
Sharpe Ratio – 1 Year
0.35
0.58
Sharpe Ratio – 3 Years
0.59
0.57
Worst Rolling Year
-6.69%
15.61%
Value at Worst Rolling Year
₹0.93 Cr
₹1.16 Cr
Deepest Drawdown
−22.93%
−31.98%
Recovery Period
496 days
457 days
1-Year Rolling Windows Positive
90.85%
100.00%
Median Rolling Year
19.50%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 25% · S 42%
L 90% · M 10%
Number of Stocks
42
—
Portfolio P/E
23.92
—
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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)
1% / 1% / –
3% / 2% / 1%