Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
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
−0.54%
2.21%
6 Months
12.07%
21.04%
1 Year
11.66%
21.34%
3 Years
13.52%
19.08%
5 Years
—
23.67%
Since Inception
14.98%
—
Fund Age
3 yrs 6 mo
6 yrs 4 mo
AUM
₹447.27 Cr
₹364.08 Cr
Alpha – 1 Year
6.94%
21.69%
Alpha – 3 Years
1.43%
10.08%
Information Ratio – 3 Years
0.13
0.52
Volatility – 1 Year
21.15%
32.28%
Volatility – 3 Years
18.85%
28.08%
Beta – 1 Year
1.14
1.47
Beta – 3 Years
1.10
1.60
Sharpe Ratio – 1 Year
0.37
0.58
Sharpe Ratio – 3 Years
0.48
0.57
Worst Rolling Year
10.55%
15.61%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−17.40%
−31.98%
Recovery Period
122 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.34%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 19% · S 29%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
33.83
—
Top 5 Holdings
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
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
20% of profit, above 25%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%