Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
2.21%
6 Months
9.02%
21.04%
1 Year
1.62%
21.34%
3 Years
4.68%
19.08%
5 Years
—
23.67%
Since Inception
5.77%
—
Fund Age
4 yrs 7 mo
6 yrs 4 mo
AUM
₹13.09 Cr
₹364.08 Cr
Alpha – 1 Year
−3.10%
21.69%
Alpha – 3 Years
−7.41%
10.08%
Information Ratio – 3 Years
-1.02
0.52
Volatility – 1 Year
18.69%
32.28%
Volatility – 3 Years
17.05%
28.08%
Beta – 1 Year
0.99
1.47
Beta – 3 Years
1.00
1.60
Sharpe Ratio – 1 Year
-0.11
0.58
Sharpe Ratio – 3 Years
0.01
0.57
Worst Rolling Year
2.83%
15.61%
Value at Worst Rolling Year
₹1.03 Cr
₹1.16 Cr
Deepest Drawdown
−28.39%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.57%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 17% · S 45%
L 90% · M 10%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
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
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%