Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
9.22%
6 Months
−2.07%
9.86%
1 Year
−0.17%
32.16%
3 Years
9.32%
19.13%
5 Years
7.90%
12.16%
Since Inception
11.39%
16.12%
Fund Age
7 yrs 6 mo
5 yrs 10 mo
AUM
₹2.61 Cr
₹170.31 Cr
Alpha – 1 Year
0.18%
27.44%
Alpha – 3 Years
0.32%
7.04%
Information Ratio – 3 Years
0.24
0.58
Volatility – 1 Year
16.91%
17.07%
Volatility – 3 Years
14.31%
17.73%
Beta – 1 Year
1.05
0.65
Beta – 3 Years
1.01
0.86
Sharpe Ratio – 1 Year
-0.24
1.42
Sharpe Ratio – 3 Years
0.31
0.79
Worst Rolling Year
7.30%
0.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−17.23%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
13.22%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 11% · M 1% · S 72%
Number of Stocks
26
18
Portfolio P/E
24.76
52.74
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%