Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Wallfort-Avenue Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
3.79%
6 Months
21.04%
18.76%
1 Year
21.34%
31.67%
3 Years
19.08%
24.57%
5 Years
23.67%
—
Since Inception
—
26.31%
Fund Age
6 yrs 4 mo
2 yrs 4 mo
AUM
₹364.08 Cr
₹160.31 Cr
Alpha – 1 Year
21.69%
26.95%
Alpha – 3 Years
10.08%
12.48%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
32.28%
17.93%
Volatility – 3 Years
28.08%
20.59%
Beta – 1 Year
1.47
0.80
Beta – 3 Years
1.60
—
Sharpe Ratio – 1 Year
0.58
1.34
Sharpe Ratio – 3 Years
0.57
1.78
Worst Rolling Year
15.61%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.98%
−12.22%
Recovery Period
457 days
69 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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%