Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
2.21%
6 Months
26.95%
21.04%
1 Year
13.12%
21.34%
3 Years
17.80%
19.08%
5 Years
15.04%
23.67%
Since Inception
22.70%
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Fund Age
8 yrs
6 yrs 4 mo
AUM
₹357.26 Cr
₹364.08 Cr
Alpha – 1 Year
10.14%
21.69%
Alpha – 3 Years
5.90%
10.08%
Information Ratio – 3 Years
0.31
0.52
Volatility – 1 Year
32.38%
32.28%
Volatility – 3 Years
25.45%
28.08%
Beta – 1 Year
1.68
1.47
Beta – 3 Years
1.37
1.60
Sharpe Ratio – 1 Year
0.36
0.58
Sharpe Ratio – 3 Years
0.56
0.57
Worst Rolling Year
11.19%
15.61%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−26.50%
−31.98%
Recovery Period
80 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 90% · M 10%
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
—
—
Fixed Fee
2.25% / 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%