Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Purnartha Vision Strategy
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
5.60%
2.21%
6 Months
9.69%
21.04%
1 Year
14.36%
21.34%
3 Years
13.50%
19.08%
5 Years
8.53%
23.67%
Since Inception
11.34%
—
Fund Age
5 yrs 5 mo
6 yrs 4 mo
AUM
₹190.75 Cr
₹364.08 Cr
Alpha – 1 Year
9.64%
21.69%
Alpha – 3 Years
1.41%
10.08%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
24.59%
32.28%
Volatility – 3 Years
18.73%
28.08%
Beta – 1 Year
1.16
1.47
Beta – 3 Years
1.03
1.60
Sharpe Ratio – 1 Year
0.44
0.58
Sharpe Ratio – 3 Years
0.52
0.57
Worst Rolling Year
8.91%
15.61%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−18.32%
−31.98%
Recovery Period
549 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.01%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
25.84
—
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%