Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Unifi Blended - Rangoli
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%
3.17%
6 Months
21.04%
10.91%
1 Year
21.34%
10.45%
3 Years
19.08%
10.60%
5 Years
23.67%
10.74%
Since Inception
—
18.07%
Fund Age
6 yrs 4 mo
9 yrs 2 mo
AUM
₹364.08 Cr
₹11,464.61 Cr
Alpha – 1 Year
21.69%
5.73%
Alpha – 3 Years
10.08%
−1.49%
Information Ratio – 3 Years
0.52
-0.11
Volatility – 1 Year
32.28%
18.78%
Volatility – 3 Years
28.08%
16.83%
Beta – 1 Year
1.47
1.04
Beta – 3 Years
1.60
1.02
Sharpe Ratio – 1 Year
0.58
0.34
Sharpe Ratio – 3 Years
0.57
0.37
Worst Rolling Year
15.61%
4.89%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−31.98%
−19.94%
Recovery Period
457 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 24% · M 11% · S 66%
Number of Stocks
—
—
Portfolio P/E
—
21.80
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
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%