Portfolio Management Services (PMS)Compare Schemes
Shree dynamic plan vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Shree dynamic plan
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 10.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.81%
2.21%
6 Months
1.04%
21.04%
1 Year
0.26%
21.34%
3 Years
5.24%
19.08%
5 Years
—
23.67%
Since Inception
8.72%
—
Fund Age
3 yrs 3 mo
6 yrs 4 mo
AUM
₹10.49 Cr
₹364.08 Cr
Alpha – 1 Year
−5.71%
21.69%
Alpha – 3 Years
−5.66%
10.08%
Information Ratio – 3 Years
-0.42
0.52
Volatility – 1 Year
12.03%
32.28%
Volatility – 3 Years
9.92%
28.08%
Beta – 1 Year
1.11
1.47
Beta – 3 Years
1.06
1.60
Sharpe Ratio – 1 Year
-0.37
0.58
Sharpe Ratio – 3 Years
0.02
0.57
Worst Rolling Year
4.93%
15.61%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−12.18%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
6.41%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
—
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
1.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%