Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
White Whale - North Star 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%
1.86%
6 Months
21.04%
12.33%
1 Year
21.34%
4.88%
3 Years
19.08%
11.50%
5 Years
23.67%
8.05%
Since Inception
—
12.28%
Fund Age
6 yrs 4 mo
5 yrs 9 mo
AUM
₹364.08 Cr
₹65.79 Cr
Alpha – 1 Year
21.69%
5.23%
Alpha – 3 Years
10.08%
2.50%
Information Ratio – 3 Years
0.52
0.20
Volatility – 1 Year
32.28%
22.05%
Volatility – 3 Years
28.08%
16.19%
Beta – 1 Year
1.47
1.25
Beta – 3 Years
1.60
0.98
Sharpe Ratio – 1 Year
0.58
0.08
Sharpe Ratio – 3 Years
0.57
0.38
Worst Rolling Year
15.61%
2.51%
Value at Worst Rolling Year
₹1.16 Cr
₹1.03 Cr
Deepest Drawdown
−31.98%
−22.63%
Recovery Period
457 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
10.42%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 46% · M 9% · S 40%
Number of Stocks
—
16
Portfolio P/E
—
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
—
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%