Portfolio Management Services (PMS)Compare Schemes
SRE - Shield vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
SRE - Shield
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.37%
2.21%
6 Months
3.64%
21.04%
1 Year
6.24%
21.34%
3 Years
9.36%
19.08%
5 Years
8.05%
23.67%
Since Inception
9.66%
—
Fund Age
8 yrs 3 mo
6 yrs 4 mo
AUM
₹32.8 Cr
₹364.08 Cr
Alpha – 1 Year
6.59%
21.69%
Alpha – 3 Years
0.36%
10.08%
Information Ratio – 3 Years
0.14
0.52
Volatility – 1 Year
18.27%
32.28%
Volatility – 3 Years
15.46%
28.08%
Beta – 1 Year
1.08
1.47
Beta – 3 Years
1.07
1.60
Sharpe Ratio – 1 Year
0.15
0.58
Sharpe Ratio – 3 Years
0.34
0.57
Worst Rolling Year
6.25%
15.61%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−22.11%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.35%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 58% · M 28% · S 8%
L 90% · M 10%
Number of Stocks
33
—
Portfolio P/E
33.81
—
Top 5 Holdings
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
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
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
—
Fixed Fee
1.50% / 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%