Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Multi Asset Dynamic Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
10%
15%
20%
25%
Nifty 500 · 13.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.56%
2.21%
6 Months
13.29%
21.04%
1 Year
22.10%
21.34%
3 Years
16.73%
19.08%
5 Years
—
23.67%
Since Inception
10.99%
—
Fund Age
4 yrs 7 mo
6 yrs 4 mo
AUM
—
₹364.08 Cr
Alpha – 1 Year
12.64%
21.69%
Alpha – 3 Years
3.66%
10.08%
Information Ratio – 3 Years
0.36
0.52
Volatility – 1 Year
7.16%
32.28%
Volatility – 3 Years
7.82%
28.08%
Beta – 1 Year
0.41
1.47
Beta – 3 Years
0.88
1.60
Sharpe Ratio – 1 Year
2.07
0.58
Sharpe Ratio – 3 Years
1.32
0.57
Worst Rolling Year
7.73%
15.61%
Value at Worst Rolling Year
₹1.08 Cr
₹1.16 Cr
Deepest Drawdown
−13.81%
−31.98%
Recovery Period
101 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.06%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
—
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%