Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.04%
7.48%
6 Months
10.82%
9.42%
1 Year
8.67%
28.25%
3 Years
13.08%
18.47%
5 Years
15.51%
21.31%
Since Inception
26.40%
21.69%
Fund Age
6 yrs
5 yrs
AUM
₹5,996.39 Cr
₹79.02 Cr
Alpha – 1 Year
3.95%
23.53%
Alpha – 3 Years
0.99%
6.38%
Information Ratio – 3 Years
0.24
0.27
Volatility – 1 Year
22.00%
18.12%
Volatility – 3 Years
18.61%
27.25%
Beta – 1 Year
1.19
0.87
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.24
1.18
Sharpe Ratio – 3 Years
0.55
0.56
Worst Rolling Year
12.98%
15.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−22.98%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 10% · M 9% · S 69%
Number of Stocks
30
34
Portfolio P/E
25.07
57.02
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%