Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Turtle Wealth - Profit Mantra
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Ambit - caliber
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.17%
7.48%
6 Months
3.92%
9.42%
1 Year
9.29%
28.25%
3 Years
14.80%
18.47%
5 Years
9.78%
21.31%
Since Inception
14.35%
21.69%
Fund Age
5 yrs 5 mo
5 yrs
AUM
₹95.56 Cr
₹79.02 Cr
Alpha – 1 Year
9.72%
23.53%
Alpha – 3 Years
6.23%
6.38%
Information Ratio – 3 Years
0.76
0.27
Volatility – 1 Year
16.82%
18.12%
Volatility – 3 Years
15.81%
27.25%
Beta – 1 Year
1.02
0.87
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
0.29
1.18
Sharpe Ratio – 3 Years
0.61
0.56
Worst Rolling Year
5.26%
15.67%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−20.60%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 10% · M 9% · S 69%
Number of Stocks
59
34
Portfolio P/E
34.30
57.02
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%