Portfolio Management Services (PMS)Compare Schemes
Invesco - Caterpillar vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Invesco - Caterpillar
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.09%
2.21%
6 Months
12.77%
21.04%
1 Year
18.71%
21.34%
3 Years
16.31%
19.08%
5 Years
16.50%
23.67%
Since Inception
12.31%
—
Fund Age
20 yrs 2 mo
6 yrs 4 mo
AUM
₹81.03 Cr
₹364.08 Cr
Alpha – 1 Year
13.99%
21.69%
Alpha – 3 Years
4.22%
10.08%
Information Ratio – 3 Years
0.46
0.52
Volatility – 1 Year
18.60%
32.28%
Volatility – 3 Years
18.73%
28.08%
Beta – 1 Year
0.98
1.47
Beta – 3 Years
1.07
1.60
Sharpe Ratio – 1 Year
0.73
0.58
Sharpe Ratio – 3 Years
0.63
0.57
Worst Rolling Year
-17.65%
15.61%
Value at Worst Rolling Year
₹0.82 Cr
₹1.16 Cr
Deepest Drawdown
−25.73%
−31.98%
Recovery Period
498 days
457 days
1-Year Rolling Windows Positive
76.16%
100.00%
Median Rolling Year
14.50%
28.21%
5-Year Rolling Windows Positive
86.34%
100.00%
Market-Cap Mix
L 18% · M 28% · S 49%
L 90% · M 10%
Number of Stocks
23
—
Portfolio P/E
43.00
—
Top 5 Holdings
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
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 · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%