Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.51%
2.21%
6 Months
12.65%
21.04%
1 Year
22.80%
21.34%
3 Years
18.05%
19.08%
5 Years
41.98%
23.67%
Since Inception
7.54%
—
Fund Age
9 yrs 2 mo
6 yrs 4 mo
AUM
₹9.17 Cr
₹364.08 Cr
Alpha – 1 Year
24.84%
21.69%
Alpha – 3 Years
11.40%
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
21.50%
32.28%
Volatility – 3 Years
17.94%
28.08%
Beta – 1 Year
—
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.82
0.58
Sharpe Ratio – 3 Years
0.76
0.57
Worst Rolling Year
-34.33%
15.61%
Value at Worst Rolling Year
₹0.66 Cr
₹1.16 Cr
Deepest Drawdown
−18.33%
−31.98%
Recovery Period
81 days
457 days
1-Year Rolling Windows Positive
68.37%
100.00%
Median Rolling Year
26.92%
28.21%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 90% · M 10%
Number of Stocks
18
—
Portfolio P/E
18.68
—
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
15% of profit
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%