Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
21.04%
6.39%
1 Year
21.34%
0.37%
3 Years
19.08%
11.18%
5 Years
23.67%
—
Since Inception
—
4.21%
Fund Age
6 yrs 4 mo
4 yrs 6 mo
AUM
₹364.08 Cr
₹59.82 Cr
Alpha – 1 Year
21.69%
−2.61%
Alpha – 3 Years
10.08%
−0.71%
Information Ratio – 3 Years
0.52
0.13
Volatility – 1 Year
32.28%
22.91%
Volatility – 3 Years
28.08%
17.96%
Beta – 1 Year
1.47
1.09
Beta – 3 Years
1.60
1.01
Sharpe Ratio – 1 Year
0.58
-0.11
Sharpe Ratio – 3 Years
0.57
0.38
Worst Rolling Year
15.61%
3.87%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−31.98%
−25.26%
Recovery Period
457 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 10%
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%