Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.29%
2.21%
6 Months
14.68%
21.04%
1 Year
11.65%
21.34%
3 Years
7.09%
19.08%
5 Years
8.41%
23.67%
Since Inception
10.45%
—
Fund Age
10 yrs 5 mo
6 yrs 4 mo
AUM
₹24.48 Cr
₹364.08 Cr
Alpha – 1 Year
12.00%
21.69%
Alpha – 3 Years
−1.90%
10.08%
Information Ratio – 3 Years
-0.12
0.52
Volatility – 1 Year
20.48%
32.28%
Volatility – 3 Years
16.32%
28.08%
Beta – 1 Year
1.11
1.47
Beta – 3 Years
1.00
1.60
Sharpe Ratio – 1 Year
0.36
0.58
Sharpe Ratio – 3 Years
0.15
0.57
Worst Rolling Year
-5.06%
15.61%
Value at Worst Rolling Year
₹0.95 Cr
₹1.16 Cr
Deepest Drawdown
−24.00%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
92.00%
100.00%
Median Rolling Year
9.94%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 5% · S 35%
L 90% · M 10%
Number of Stocks
31
—
Portfolio P/E
28.34
—
Top 5 Holdings
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
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 · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%