Portfolio Management Services (PMS)Compare Schemes
SBI AEON ALPHA PMS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
SBI AEON ALPHA PMS
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.41%
2.21%
6 Months
20.81%
21.04%
1 Year
15.63%
21.34%
3 Years
13.76%
19.08%
5 Years
—
23.67%
Since Inception
14.77%
—
Fund Age
4 yrs 6 mo
6 yrs 4 mo
AUM
₹751.68 Cr
₹364.08 Cr
Alpha – 1 Year
16.06%
21.69%
Alpha – 3 Years
5.19%
10.08%
Information Ratio – 3 Years
0.25
0.52
Volatility – 1 Year
18.90%
32.28%
Volatility – 3 Years
16.75%
28.08%
Beta – 1 Year
0.89
1.47
Beta – 3 Years
0.79
1.60
Sharpe Ratio – 1 Year
0.57
0.58
Sharpe Ratio – 3 Years
0.53
0.57
Worst Rolling Year
13.60%
15.61%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−21.60%
−31.98%
Recovery Period
476 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.94%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 11% · S 70%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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)
1% / 0% / 0%
3% / 2% / 1%