Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
21.04%
13.10%
1 Year
21.34%
18.11%
3 Years
19.08%
14.56%
5 Years
23.67%
8.71%
Since Inception
—
13.67%
Fund Age
6 yrs 4 mo
11 yrs 2 mo
AUM
₹364.08 Cr
₹138.06 Cr
Alpha – 1 Year
21.69%
18.46%
Alpha – 3 Years
10.08%
5.57%
Information Ratio – 3 Years
0.52
0.62
Volatility – 1 Year
32.28%
22.83%
Volatility – 3 Years
28.08%
16.72%
Beta – 1 Year
1.47
1.29
Beta – 3 Years
1.60
1.00
Sharpe Ratio – 1 Year
0.58
0.61
Sharpe Ratio – 3 Years
0.57
0.55
Worst Rolling Year
15.61%
-8.44%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−31.98%
−17.10%
Recovery Period
457 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
28.21%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%