Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.66%
2.21%
6 Months
18.51%
21.04%
1 Year
2.32%
21.34%
3 Years
8.56%
19.08%
5 Years
13.23%
23.67%
Since Inception
12.52%
—
Fund Age
10 yrs
6 yrs 4 mo
AUM
₹60.22 Cr
₹364.08 Cr
Alpha – 1 Year
2.67%
21.69%
Alpha – 3 Years
−0.44%
10.08%
Information Ratio – 3 Years
-0.03
0.52
Volatility – 1 Year
27.56%
32.28%
Volatility – 3 Years
21.93%
28.08%
Beta – 1 Year
1.33
1.47
Beta – 3 Years
1.17
1.60
Sharpe Ratio – 1 Year
0.01
0.58
Sharpe Ratio – 3 Years
0.24
0.57
Worst Rolling Year
-13.90%
15.61%
Value at Worst Rolling Year
₹0.86 Cr
₹1.16 Cr
Deepest Drawdown
−31.68%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 3% · S 93%
L 90% · M 10%
Number of Stocks
26
—
Portfolio P/E
25.30
—
Top 5 Holdings
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
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
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
—
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%