Portfolio Management Services (PMS)Compare Schemes
Accuracap - dynamo vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Accuracap - dynamo
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.71%
9.22%
6 Months
27.61%
9.86%
1 Year
16.90%
32.16%
3 Years
25.00%
19.13%
5 Years
21.60%
12.16%
Since Inception
24.00%
16.12%
Fund Age
9 yrs 8 mo
5 yrs 10 mo
AUM
₹20.03 Cr
₹170.31 Cr
Alpha – 1 Year
12.18%
27.44%
Alpha – 3 Years
12.90%
7.04%
Information Ratio – 3 Years
0.89
0.58
Volatility – 1 Year
24.67%
17.07%
Volatility – 3 Years
25.07%
17.73%
Beta – 1 Year
1.19
0.65
Beta – 3 Years
1.24
0.86
Sharpe Ratio – 1 Year
0.53
1.42
Sharpe Ratio – 3 Years
0.81
0.79
Worst Rolling Year
-7.27%
0.71%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−21.64%
−30.82%
Recovery Period
153 days
429 days
1-Year Rolling Windows Positive
83.74%
99.71%
Median Rolling Year
28.55%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
L 11% · M 1% · S 72%
Number of Stocks
118
18
Portfolio P/E
—
52.74
Top 5 Holdings
Avalon Technologies Ltd · 3.75%
Syrma SGS Technology Ltd · 3.38%
SML Mahindra Ltd · 3.01%
Acutaas Chemicals Ltd · 2.70%
Privi Speciality Chemicals Ltd · 2.65%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 31.51%
Healthcare · 15.98%
Financial Services · 14.33%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%