Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Valtrust Momentum
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%
4.78%
6 Months
21.04%
15.08%
1 Year
21.34%
13.63%
3 Years
19.08%
16.91%
5 Years
23.67%
—
Since Inception
—
23.12%
Fund Age
6 yrs 4 mo
3 yrs 7 mo
AUM
₹364.08 Cr
₹78.91 Cr
Alpha – 1 Year
21.69%
8.91%
Alpha – 3 Years
10.08%
4.82%
Information Ratio – 3 Years
0.52
0.40
Volatility – 1 Year
32.28%
20.25%
Volatility – 3 Years
28.08%
21.43%
Beta – 1 Year
1.47
1.06
Beta – 3 Years
1.60
1.18
Sharpe Ratio – 1 Year
0.58
0.47
Sharpe Ratio – 3 Years
0.57
0.59
Worst Rolling Year
15.61%
15.66%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−31.98%
−29.56%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
19.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 10%
L 15% · M 30% · S 55%
Number of Stocks
—
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
—
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
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%