Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.08%
2.21%
6 Months
1.74%
21.04%
1 Year
10.49%
21.34%
3 Years
12.80%
19.08%
5 Years
12.91%
23.67%
Since Inception
15.37%
—
Fund Age
7 yrs 7 mo
6 yrs 4 mo
AUM
₹15.96 Cr
₹364.08 Cr
Alpha – 1 Year
10.84%
21.69%
Alpha – 3 Years
3.80%
10.08%
Information Ratio – 3 Years
0.47
0.52
Volatility – 1 Year
19.22%
32.28%
Volatility – 3 Years
17.53%
28.08%
Beta – 1 Year
1.18
1.47
Beta – 3 Years
1.15
1.60
Sharpe Ratio – 1 Year
0.34
0.58
Sharpe Ratio – 3 Years
0.48
0.57
Worst Rolling Year
12.46%
15.61%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−19.38%
−31.98%
Recovery Period
275 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 90% · M 10%
Number of Stocks
38
—
Portfolio P/E
24.65
—
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
—
Fixed Fee
2.50% / 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%