Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Unifi BCAD
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%
2.20%
6 Months
21.04%
6.88%
1 Year
21.34%
5.29%
3 Years
19.08%
8.34%
5 Years
23.67%
9.52%
Since Inception
—
13.35%
Fund Age
6 yrs 4 mo
8 yrs 3 mo
AUM
₹364.08 Cr
₹237.35 Cr
Alpha – 1 Year
21.69%
0.57%
Alpha – 3 Years
10.08%
−3.75%
Information Ratio – 3 Years
0.52
-0.44
Volatility – 1 Year
32.28%
19.09%
Volatility – 3 Years
28.08%
16.74%
Beta – 1 Year
1.47
1.07
Beta – 3 Years
1.60
1.01
Sharpe Ratio – 1 Year
0.58
0.09
Sharpe Ratio – 3 Years
0.57
0.25
Worst Rolling Year
15.61%
7.37%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−31.98%
−20.73%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
19.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
—
—
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%
0% / 0% / 0%