Portfolio Management Services (PMS)Compare Schemes
Prabhudas-Aqua Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Prabhudas-Aqua Strategy
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.63%
2.21%
6 Months
8.65%
21.04%
1 Year
10.66%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
22.10%
—
Fund Age
2 yrs 7 mo
6 yrs 4 mo
AUM
₹374.18 Cr
₹364.08 Cr
Alpha – 1 Year
2.92%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
10.32%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.27
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.50
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−8.56%
−31.98%
Recovery Period
Not yet recovered
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 49% · M 41% · S 9%
L 90% · M 10%
Number of Stocks
37
—
Portfolio P/E
19.24
—
Top 5 Holdings
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
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 · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
—
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%