Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.69%
2.21%
6 Months
8.66%
21.04%
1 Year
4.44%
21.34%
3 Years
14.48%
19.08%
5 Years
8.94%
23.67%
Since Inception
14.23%
—
Fund Age
18 yrs 11 mo
6 yrs 4 mo
AUM
₹4,562.38 Cr
₹364.08 Cr
Alpha – 1 Year
1.46%
21.69%
Alpha – 3 Years
2.60%
10.08%
Information Ratio – 3 Years
0.08
0.52
Volatility – 1 Year
20.33%
32.28%
Volatility – 3 Years
19.22%
28.08%
Beta – 1 Year
1.12
1.47
Beta – 3 Years
1.12
1.60
Sharpe Ratio – 1 Year
0.00
0.58
Sharpe Ratio – 3 Years
0.51
0.57
Worst Rolling Year
-6.78%
15.61%
Value at Worst Rolling Year
₹0.93 Cr
₹1.16 Cr
Deepest Drawdown
−26.97%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 90% · M 10%
Number of Stocks
33
—
Portfolio P/E
40.71
—
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%