Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Turtle Wealth - Profit Mantra
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ASK-DRP
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.89%
7.48%
6 Months
−1.27%
9.42%
1 Year
2.67%
28.25%
3 Years
6.64%
18.47%
5 Years
7.83%
21.31%
Since Inception
10.74%
21.69%
Fund Age
8 yrs 1 mo
5 yrs
AUM
₹495.64 Cr
₹79.02 Cr
Alpha – 1 Year
−0.31%
23.53%
Alpha – 3 Years
−5.24%
6.38%
Information Ratio – 3 Years
-0.72
0.27
Volatility – 1 Year
17.10%
18.12%
Volatility – 3 Years
16.45%
27.25%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
-0.08
1.18
Sharpe Ratio – 3 Years
0.14
0.56
Worst Rolling Year
6.09%
15.67%
Value at Worst Rolling Year
₹1.06 Cr
₹1.16 Cr
Deepest Drawdown
−22.30%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 10% · M 9% · S 69%
Number of Stocks
26
34
Portfolio P/E
31.96
57.02
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 · 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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
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)
0% / 0% / 0%
0% / 0% / 0%