Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
ValueQuest - Growth
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%
1.42%
6 Months
21.04%
31.94%
1 Year
21.34%
21.84%
3 Years
19.08%
17.21%
5 Years
23.67%
16.75%
Since Inception
—
18.18%
Fund Age
6 yrs 4 mo
13 yrs 5 mo
AUM
₹364.08 Cr
₹2,035.08 Cr
Alpha – 1 Year
21.69%
18.86%
Alpha – 3 Years
10.08%
5.32%
Information Ratio – 3 Years
0.52
0.50
Volatility – 1 Year
32.28%
24.29%
Volatility – 3 Years
28.08%
19.24%
Beta – 1 Year
1.47
1.15
Beta – 3 Years
1.60
1.04
Sharpe Ratio – 1 Year
0.58
0.70
Sharpe Ratio – 3 Years
0.57
0.65
Worst Rolling Year
15.61%
-15.08%
Value at Worst Rolling Year
₹1.16 Cr
₹0.85 Cr
Deepest Drawdown
−31.98%
−8.16%
Recovery Period
457 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
28.21%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 90% · M 10%
L 23% · M 1% · S 69%
Number of Stocks
—
24
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
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%