Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
21.04%
17.95%
1 Year
21.34%
21.71%
3 Years
19.08%
19.34%
5 Years
23.67%
—
Since Inception
—
19.34%
Fund Age
6 yrs 4 mo
3 yrs 6 mo
AUM
₹364.08 Cr
₹18.73 Cr
Alpha – 1 Year
21.69%
16.99%
Alpha – 3 Years
10.08%
7.25%
Information Ratio – 3 Years
0.52
0.85
Volatility – 1 Year
32.28%
22.22%
Volatility – 3 Years
28.08%
20.72%
Beta – 1 Year
1.47
0.87
Beta – 3 Years
1.60
0.89
Sharpe Ratio – 1 Year
0.58
0.75
Sharpe Ratio – 3 Years
0.57
0.85
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%
—
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
7.50% / yr
2.50% / yr
Performance Fee / Plan
13% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%