Portfolio Management Services (PMS)Compare Schemes
TRADESWIFT BROKING-MULTI ASSET vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
TRADESWIFT BROKING-MULTI ASSET
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.77%
2.21%
6 Months
11.30%
21.04%
1 Year
5.88%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
10.85%
—
Fund Age
2 yrs 5 mo
6 yrs 4 mo
AUM
₹45.96 Cr
₹364.08 Cr
Alpha – 1 Year
−0.98%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
21.88%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
2.00
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.12
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−19.87%
−31.98%
Recovery Period
Not yet recovered
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 12% · M 4% · S 66%
L 90% · M 10%
Number of Stocks
39
—
Portfolio P/E
23.43
—
Top 5 Holdings
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
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
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 1%
3% / 2% / 1%