Portfolio Management Services (PMS)Compare Schemes
True-Equity Factor Quant vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
True-Equity Factor Quant
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.09%
2.21%
6 Months
3.47%
21.04%
1 Year
−3.80%
21.34%
3 Years
11.26%
19.08%
5 Years
—
23.67%
Since Inception
13.40%
—
Fund Age
3 yrs 11 mo
6 yrs 4 mo
AUM
₹143.29 Cr
₹364.08 Cr
Alpha – 1 Year
−6.78%
21.69%
Alpha – 3 Years
−0.63%
10.08%
Information Ratio – 3 Years
-0.10
0.52
Volatility – 1 Year
15.14%
32.28%
Volatility – 3 Years
16.91%
28.08%
Beta – 1 Year
0.83
1.47
Beta – 3 Years
0.99
1.60
Sharpe Ratio – 1 Year
-0.54
0.58
Sharpe Ratio – 3 Years
0.40
0.57
Worst Rolling Year
11.18%
15.61%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−27.14%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.01%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
50
—
Portfolio P/E
—
—
Top 5 Holdings
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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
2.50% / 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%