Portfolio Management Services (PMS)Compare Schemes
Fort Capital -Dynamic vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Fort Capital -Dynamic
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.01%
2.21%
6 Months
9.13%
21.04%
1 Year
14.46%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
18.87%
—
Fund Age
2 yrs 7 mo
6 yrs 4 mo
AUM
₹204.29 Cr
₹364.08 Cr
Alpha – 1 Year
14.81%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
18.18%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
1.10
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.54
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−16.11%
−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 66% · M 1% · S 30%
L 90% · M 10%
Number of Stocks
68
—
Portfolio P/E
33.26
—
Top 5 Holdings
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
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 · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
—
Fixed Fee
1.25% / 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%