Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
9.22%
6 Months
−1.27%
9.86%
1 Year
2.67%
32.16%
3 Years
6.64%
19.13%
5 Years
7.83%
12.16%
Since Inception
10.74%
16.12%
Fund Age
8 yrs 1 mo
5 yrs 10 mo
AUM
₹495.64 Cr
₹170.31 Cr
Alpha – 1 Year
−0.31%
27.44%
Alpha – 3 Years
−5.24%
7.04%
Information Ratio – 3 Years
-0.72
0.58
Volatility – 1 Year
17.10%
17.07%
Volatility – 3 Years
16.45%
17.73%
Beta – 1 Year
0.95
0.65
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.08
1.42
Sharpe Ratio – 3 Years
0.14
0.79
Worst Rolling Year
6.09%
0.71%
Value at Worst Rolling Year
₹1.06 Cr
₹1.01 Cr
Deepest Drawdown
−22.30%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
14.93%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 11% · M 1% · S 72%
Number of Stocks
26
18
Portfolio P/E
31.96
52.74
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
0% / 0% / 0%