Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.80%
2.21%
6 Months
7.35%
21.04%
1 Year
9.59%
21.34%
3 Years
7.90%
19.08%
5 Years
12.07%
23.67%
Since Inception
14.25%
—
Fund Age
13 yrs 1 mo
6 yrs 4 mo
AUM
₹106.28 Cr
₹364.08 Cr
Alpha – 1 Year
9.94%
21.69%
Alpha – 3 Years
−1.10%
10.08%
Information Ratio – 3 Years
-0.12
0.52
Volatility – 1 Year
15.58%
32.28%
Volatility – 3 Years
14.39%
28.08%
Beta – 1 Year
0.83
1.47
Beta – 3 Years
0.84
1.60
Sharpe Ratio – 1 Year
0.33
0.58
Sharpe Ratio – 3 Years
0.24
0.57
Worst Rolling Year
-8.02%
15.61%
Value at Worst Rolling Year
₹0.92 Cr
₹1.16 Cr
Deepest Drawdown
−19.54%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
93.28%
100.00%
Median Rolling Year
11.54%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 40% · S 18%
L 90% · M 10%
Number of Stocks
25
—
Portfolio P/E
34.00
—
Top 5 Holdings
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
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 · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
—
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%