Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.17%
2.21%
6 Months
20.15%
21.04%
1 Year
7.22%
21.34%
3 Years
9.88%
19.08%
5 Years
10.18%
23.67%
Since Inception
17.47%
—
Fund Age
5 yrs 8 mo
6 yrs 4 mo
AUM
₹112.12 Cr
₹364.08 Cr
Alpha – 1 Year
2.50%
21.69%
Alpha – 3 Years
−2.21%
10.08%
Information Ratio – 3 Years
-0.17
0.52
Volatility – 1 Year
30.34%
32.28%
Volatility – 3 Years
23.32%
28.08%
Beta – 1 Year
1.54
1.47
Beta – 3 Years
1.29
1.60
Sharpe Ratio – 1 Year
0.19
0.58
Sharpe Ratio – 3 Years
0.29
0.57
Worst Rolling Year
8.52%
15.61%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−32.53%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.20%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 39% · S 59%
L 90% · M 10%
Number of Stocks
28
—
Portfolio P/E
38.78
—
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
1.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%