Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.26%
7.48%
6 Months
8.39%
9.42%
1 Year
14.45%
28.25%
3 Years
20.39%
18.47%
5 Years
20.20%
21.31%
Since Inception
16.82%
21.69%
Fund Age
7 yrs 10 mo
5 yrs
AUM
₹12.77 Cr
₹79.02 Cr
Alpha – 1 Year
7.59%
23.53%
Alpha – 3 Years
9.35%
6.38%
Information Ratio – 3 Years
0.38
0.27
Volatility – 1 Year
12.27%
18.12%
Volatility – 3 Years
16.07%
27.25%
Beta – 1 Year
1.23
0.87
Beta – 3 Years
1.51
0.86
Sharpe Ratio – 1 Year
0.74
1.18
Sharpe Ratio – 3 Years
0.80
0.56
Worst Rolling Year
6.14%
15.67%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−17.38%
−30.64%
Recovery Period
243 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 10% · M 9% · S 69%
Number of Stocks
23
34
Portfolio P/E
26.00
57.02
Top 5 Holdings
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
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 · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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% / 0% / 0%
0% / 0% / 0%