Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Wave-Bloom
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%
−0.67%
6 Months
21.04%
−7.55%
1 Year
21.34%
0.34%
3 Years
19.08%
—
5 Years
23.67%
—
Since Inception
—
12.70%
Fund Age
6 yrs 4 mo
2 yrs 3 mo
AUM
₹364.08 Cr
₹7.52 Cr
Alpha – 1 Year
21.69%
−2.64%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
32.28%
8.98%
Volatility – 3 Years
28.08%
—
Beta – 1 Year
1.47
0.39
Beta – 3 Years
1.60
—
Sharpe Ratio – 1 Year
0.58
-0.50
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
15.61%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.98%
−10.25%
Recovery Period
457 days
Not yet recovered
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%
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
7.50% / yr
—
Performance Fee / Plan
13% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—