Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Xylem Maverick Strategy
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%
9.42%
6 Months
21.04%
52.78%
1 Year
21.34%
27.27%
3 Years
19.08%
—
5 Years
23.67%
—
Since Inception
—
23.72%
Fund Age
6 yrs 4 mo
19 mo
AUM
₹364.08 Cr
₹71.55 Cr
Alpha – 1 Year
21.69%
22.55%
Alpha – 3 Years
10.08%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
32.28%
31.93%
Volatility – 3 Years
28.08%
—
Beta – 1 Year
1.47
1.29
Beta – 3 Years
1.60
—
Sharpe Ratio – 1 Year
0.58
0.74
Sharpe Ratio – 3 Years
0.57
—
Worst Rolling Year
15.61%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.98%
−27.01%
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%
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%