Portfolio Management Services (PMS)Compare Schemes
Shepherds Hill - Value Magno vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Shepherds Hill - Value Magno
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.15%
2.21%
6 Months
5.44%
21.04%
1 Year
6.80%
21.34%
3 Years
17.32%
19.08%
5 Years
18.10%
23.67%
Since Inception
16.54%
—
Fund Age
11 yrs 1 mo
6 yrs 4 mo
AUM
₹120.51 Cr
₹364.08 Cr
Alpha – 1 Year
3.04%
21.69%
Alpha – 3 Years
6.42%
10.08%
Information Ratio – 3 Years
0.53
0.52
Volatility – 1 Year
13.99%
32.28%
Volatility – 3 Years
15.09%
28.08%
Beta – 1 Year
0.76
1.47
Beta – 3 Years
0.68
1.60
Sharpe Ratio – 1 Year
0.16
0.58
Sharpe Ratio – 3 Years
0.86
0.57
Worst Rolling Year
-18.71%
15.61%
Value at Worst Rolling Year
₹0.81 Cr
₹1.16 Cr
Deepest Drawdown
−12.53%
−31.98%
Recovery Period
92 days
457 days
1-Year Rolling Windows Positive
77.50%
100.00%
Median Rolling Year
19.23%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 15% · M 5% · S 66%
L 90% · M 10%
Number of Stocks
16
—
Portfolio P/E
—
—
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
—
7.50% / yr
Performance Fee / Plan
22% of profit, above 6%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%