Portfolio Management Services (PMS)Compare Schemes
Omni Dynamic Allocator vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Omni Dynamic Allocator
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.08%
2.21%
6 Months
1.57%
21.04%
1 Year
—
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
−0.82%
—
Fund Age
8 mo
6 yrs 4 mo
AUM
₹0.53 Cr
₹364.08 Cr
Alpha – 1 Year
—
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
—
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
—
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 13% · S 34%
L 90% · M 10%
Number of Stocks
39
—
Portfolio P/E
11.34
—
Top 5 Holdings
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%
LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%
BHARAT Bond ETF - April 2033 · 8.33%
Jindal Stainless Ltd · 2.59%
Bank of Baroda · 2.59%
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 · 43.41%
Government · 14.26%
Construction · 12.93%
—
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%