Portfolio Management Services (PMS)Compare Schemes
Systamatix - Dynamic Investment vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Systamatix - Dynamic Investment
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.60%
2.21%
6 Months
26.61%
21.04%
1 Year
33.69%
21.34%
3 Years
25.74%
19.08%
5 Years
21.83%
23.67%
Since Inception
—
—
Fund Age
8 yrs 4 mo
6 yrs 4 mo
AUM
₹158.52 Cr
₹364.08 Cr
Alpha – 1 Year
29.93%
21.69%
Alpha – 3 Years
14.85%
10.08%
Information Ratio – 3 Years
1.52
0.52
Volatility – 1 Year
19.82%
32.28%
Volatility – 3 Years
19.44%
28.08%
Beta – 1 Year
1.03
1.47
Beta – 3 Years
1.06
1.60
Sharpe Ratio – 1 Year
1.29
0.58
Sharpe Ratio – 3 Years
1.16
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 28% · S 38%
L 90% · M 10%
Number of Stocks
20
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%