Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
7.48%
6 Months
7.53%
9.42%
1 Year
10.69%
28.25%
3 Years
9.96%
18.47%
5 Years
10.97%
21.31%
Since Inception
20.53%
21.69%
Fund Age
14 yrs 7 mo
5 yrs
AUM
₹132.39 Cr
₹79.02 Cr
Alpha – 1 Year
5.97%
23.53%
Alpha – 3 Years
−2.13%
6.38%
Information Ratio – 3 Years
-0.28
0.27
Volatility – 1 Year
20.88%
18.12%
Volatility – 3 Years
19.08%
27.25%
Beta – 1 Year
1.15
0.87
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.34
1.18
Sharpe Ratio – 3 Years
0.32
0.56
Worst Rolling Year
-4.87%
15.67%
Value at Worst Rolling Year
₹0.95 Cr
₹1.16 Cr
Deepest Drawdown
−22.42%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 10% · M 9% · S 69%
Number of Stocks
23
34
Portfolio P/E
60.38
57.02
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
—
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)
0% / 0% / 0%
0% / 0% / 0%