Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Turtle Wealth - Profit Mantra
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Aditya Birla Sun Life (ABSL) - SSP
Turtle Wealth - Profit 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
0.79%
7.48%
6 Months
10.53%
9.42%
1 Year
15.92%
28.25%
3 Years
22.93%
18.47%
5 Years
18.33%
21.31%
Since Inception
17.15%
21.69%
Fund Age
16 yrs 10 mo
5 yrs
AUM
₹767.31 Cr
₹79.02 Cr
Alpha – 1 Year
11.20%
23.53%
Alpha – 3 Years
10.84%
6.38%
Information Ratio – 3 Years
1.21
0.27
Volatility – 1 Year
20.11%
18.12%
Volatility – 3 Years
18.00%
27.25%
Beta – 1 Year
1.06
0.87
Beta – 3 Years
1.03
0.86
Sharpe Ratio – 1 Year
0.57
1.18
Sharpe Ratio – 3 Years
0.95
0.56
Worst Rolling Year
-14.86%
15.67%
Value at Worst Rolling Year
₹0.85 Cr
₹1.16 Cr
Deepest Drawdown
−20.27%
−30.64%
Recovery Period
94 days
114 days
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
25.67%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 10% · M 9% · S 69%
Number of Stocks
41
34
Portfolio P/E
36.67
57.02
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 · 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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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%