Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.32%
2.21%
6 Months
4.47%
21.04%
1 Year
−9.70%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
13.40%
—
Fund Age
2 yrs 8 mo
6 yrs 4 mo
AUM
₹11.72 Cr
₹364.08 Cr
Alpha – 1 Year
−4.20%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
9.16%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
0.51
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
-1.67
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.15%
−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 17% · M 21% · S 9%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%