Portfolio Management Services (PMS)Compare Schemes
Karvy Capital - Excel vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Karvy Capital - Excel
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 9.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.53%
2.21%
6 Months
5.22%
21.04%
1 Year
8.94%
21.34%
3 Years
10.33%
19.08%
5 Years
10.77%
23.67%
Since Inception
10.49%
—
Fund Age
9 yrs 9 mo
6 yrs 4 mo
AUM
₹67.62 Cr
₹364.08 Cr
Alpha – 1 Year
−0.44%
21.69%
Alpha – 3 Years
0.76%
10.08%
Information Ratio – 3 Years
0.44
0.52
Volatility – 1 Year
2.31%
32.28%
Volatility – 3 Years
1.38%
28.08%
Beta – 1 Year
0.41
1.47
Beta – 3 Years
0.46
1.60
Sharpe Ratio – 1 Year
1.46
0.58
Sharpe Ratio – 3 Years
3.36
0.57
Worst Rolling Year
9.87%
15.61%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.78%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
17
—
Portfolio P/E
—
—
Top 5 Holdings
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
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
Others · 99.75%
Government · 0.23%
—
Fixed Fee
1.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%