Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
2.21%
6 Months
7.97%
21.04%
1 Year
6.21%
21.34%
3 Years
12.78%
19.08%
5 Years
14.19%
23.67%
Since Inception
16.41%
—
Fund Age
7 yrs 3 mo
6 yrs 4 mo
AUM
₹115.97 Cr
₹364.08 Cr
Alpha – 1 Year
1.49%
21.69%
Alpha – 3 Years
0.69%
10.08%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
15.75%
32.28%
Volatility – 3 Years
15.69%
28.08%
Beta – 1 Year
0.82
1.47
Beta – 3 Years
0.88
1.60
Sharpe Ratio – 1 Year
0.12
0.58
Sharpe Ratio – 3 Years
0.51
0.57
Worst Rolling Year
11.84%
15.61%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−23.37%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
35
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
7.50% / yr
Performance Fee / Plan
20% of profit, above 10%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%