Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Unifi Insider Shadow*
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
4.21%
6 Months
21.04%
10.07%
1 Year
21.34%
9.44%
3 Years
19.08%
8.18%
5 Years
23.67%
8.16%
Since Inception
—
14.06%
Fund Age
6 yrs 4 mo
16 yrs 4 mo
AUM
₹364.08 Cr
₹85.99 Cr
Alpha – 1 Year
21.69%
4.72%
Alpha – 3 Years
10.08%
−3.91%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
32.28%
17.03%
Volatility – 3 Years
28.08%
—
Beta – 1 Year
1.47
0.92
Beta – 3 Years
1.60
—
Sharpe Ratio – 1 Year
0.58
0.30
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
15.61%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.98%
—
Recovery Period
457 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
28.21%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 10%
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Number of Stocks
—
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Portfolio P/E
—
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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%
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Top Sectors
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Fixed Fee
7.50% / yr
—
Performance Fee / Plan
13% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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