Portfolio Management Services (PMS)Compare Schemes
Omni Industry Inc vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Omni Industry Inc
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.74%
2.21%
6 Months
−0.18%
21.04%
1 Year
—
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
−10.73%
—
Fund Age
8 mo
6 yrs 4 mo
AUM
₹1.04 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 31% · M 12% · S 57%
L 90% · M 10%
Number of Stocks
16
—
Portfolio P/E
17.29
—
Top 5 Holdings
Axis Bank Ltd · 7.00%
State Bank of India · 7.00%
REC Ltd · 7.00%
Bharat Heavy Electricals Ltd · 6.00%
Kalpataru Projects International Ltd · 6.00%
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
Construction · 50.25%
Capital Goods · 23.50%
Financial Services · 21.00%
—
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%