Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
3.26%
6 Months
21.04%
4.03%
1 Year
21.34%
0.70%
3 Years
19.08%
10.01%
5 Years
23.67%
8.40%
Since Inception
—
14.84%
Fund Age
6 yrs 4 mo
7 yrs 10 mo
AUM
₹364.08 Cr
₹2,937.84 Cr
Alpha – 1 Year
21.69%
−2.28%
Alpha – 3 Years
10.08%
−1.88%
Information Ratio – 3 Years
0.52
-0.37
Volatility – 1 Year
32.28%
17.90%
Volatility – 3 Years
28.08%
14.65%
Beta – 1 Year
1.47
1.00
Beta – 3 Years
1.60
0.93
Sharpe Ratio – 1 Year
0.58
-0.18
Sharpe Ratio – 3 Years
0.57
0.35
Worst Rolling Year
15.61%
7.25%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−31.98%
−18.24%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 58% · M 15% · S 26%
Number of Stocks
—
71
Portfolio P/E
—
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
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%