Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Turtle Wealth - Profit Mantra
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
7.48%
6 Months
3.13%
9.42%
1 Year
3.79%
28.25%
3 Years
10.28%
18.47%
5 Years
10.26%
21.31%
Since Inception
14.16%
21.69%
Fund Age
8 yrs 2 mo
5 yrs
AUM
₹1,116.87 Cr
₹79.02 Cr
Alpha – 1 Year
−0.93%
23.53%
Alpha – 3 Years
−1.81%
6.38%
Information Ratio – 3 Years
-0.53
0.27
Volatility – 1 Year
16.47%
18.12%
Volatility – 3 Years
15.93%
27.25%
Beta – 1 Year
0.94
0.87
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
-0.01
1.18
Sharpe Ratio – 3 Years
0.36
0.56
Worst Rolling Year
9.53%
15.67%
Value at Worst Rolling Year
₹1.10 Cr
₹1.16 Cr
Deepest Drawdown
−22.48%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.27%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 10% · M 9% · S 69%
Number of Stocks
40
34
Portfolio P/E
27.63
57.02
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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)
2% / 1% / 0%
0% / 0% / 0%