Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.24%
2.21%
6 Months
7.09%
21.04%
1 Year
17.57%
21.34%
3 Years
20.39%
19.08%
5 Years
—
23.67%
Since Inception
19.75%
—
Fund Age
4 yrs 2 mo
6 yrs 4 mo
AUM
₹49.8 Cr
₹364.08 Cr
Alpha – 1 Year
16.32%
21.69%
Alpha – 3 Years
14.92%
10.08%
Information Ratio – 3 Years
1.66
0.52
Volatility – 1 Year
7.36%
32.28%
Volatility – 3 Years
8.69%
28.08%
Beta – 1 Year
1.50
1.47
Beta – 3 Years
0.91
1.60
Sharpe Ratio – 1 Year
1.55
0.58
Sharpe Ratio – 3 Years
1.63
0.57
Worst Rolling Year
18.51%
15.61%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.68%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
—
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
15% of profit, above 15%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%