Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
21.04%
9.93%
1 Year
21.34%
7.49%
3 Years
19.08%
9.34%
5 Years
23.67%
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Since Inception
—
11.87%
Fund Age
6 yrs 4 mo
4 yrs 7 mo
AUM
₹364.08 Cr
₹1,953.44 Cr
Alpha – 1 Year
21.69%
2.77%
Alpha – 3 Years
10.08%
−2.75%
Information Ratio – 3 Years
0.52
-0.26
Volatility – 1 Year
32.28%
19.15%
Volatility – 3 Years
28.08%
16.91%
Beta – 1 Year
1.47
1.06
Beta – 3 Years
1.60
1.03
Sharpe Ratio – 1 Year
0.58
0.19
Sharpe Ratio – 3 Years
0.57
0.30
Worst Rolling Year
15.61%
8.22%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−31.98%
−20.91%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 90% · M 10%
L 17% · M 8% · S 75%
Number of Stocks
—
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Portfolio P/E
—
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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