Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Unifi APJ 20*
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
2.21%
3.07%
6 Months
21.04%
13.63%
1 Year
21.34%
10.76%
3 Years
19.08%
13.00%
5 Years
23.67%
13.13%
Since Inception
—
20.07%
Fund Age
6 yrs 4 mo
10 yrs 11 mo
AUM
₹364.08 Cr
₹942.94 Cr
Alpha – 1 Year
21.69%
6.04%
Alpha – 3 Years
10.08%
0.91%
Information Ratio – 3 Years
0.52
0.27
Volatility – 1 Year
32.28%
18.61%
Volatility – 3 Years
28.08%
17.55%
Beta – 1 Year
1.47
1.02
Beta – 3 Years
1.60
1.01
Sharpe Ratio – 1 Year
0.58
0.35
Sharpe Ratio – 3 Years
0.57
0.49
Worst Rolling Year
15.61%
-10.32%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−31.98%
−17.59%
Recovery Period
457 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
28.21%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
Top 5 Holdings
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
7.50% / yr
—
Performance Fee / Plan
13% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—