Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
9.22%
6 Months
10.53%
9.86%
1 Year
15.92%
32.16%
3 Years
22.93%
19.13%
5 Years
18.33%
12.16%
Since Inception
17.15%
16.12%
Fund Age
16 yrs 10 mo
5 yrs 10 mo
AUM
₹767.31 Cr
₹170.31 Cr
Alpha – 1 Year
11.20%
27.44%
Alpha – 3 Years
10.84%
7.04%
Information Ratio – 3 Years
1.21
0.58
Volatility – 1 Year
20.11%
17.07%
Volatility – 3 Years
18.00%
17.73%
Beta – 1 Year
1.06
0.65
Beta – 3 Years
1.03
0.86
Sharpe Ratio – 1 Year
0.57
1.42
Sharpe Ratio – 3 Years
0.95
0.79
Worst Rolling Year
-14.86%
0.71%
Value at Worst Rolling Year
₹0.85 Cr
₹1.01 Cr
Deepest Drawdown
−20.27%
−30.82%
Recovery Period
94 days
429 days
1-Year Rolling Windows Positive
82.37%
99.71%
Median Rolling Year
23.49%
14.29%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 11% · M 1% · S 72%
Number of Stocks
41
18
Portfolio P/E
36.67
52.74
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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% / 0%