Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
9.22%
6 Months
−2.22%
9.86%
1 Year
−4.46%
32.16%
3 Years
4.69%
19.13%
5 Years
4.88%
12.16%
Since Inception
9.48%
16.12%
Fund Age
8 yrs 11 mo
5 yrs 10 mo
AUM
₹242.51 Cr
₹170.31 Cr
Alpha – 1 Year
−7.44%
27.44%
Alpha – 3 Years
−7.19%
7.04%
Information Ratio – 3 Years
-1.12
0.58
Volatility – 1 Year
16.89%
17.07%
Volatility – 3 Years
18.01%
17.73%
Beta – 1 Year
0.95
0.65
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
-0.51
1.42
Sharpe Ratio – 3 Years
0.04
0.79
Worst Rolling Year
2.18%
0.71%
Value at Worst Rolling Year
₹1.02 Cr
₹1.01 Cr
Deepest Drawdown
−24.10%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
12.69%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 11% · M 1% · S 72%
Number of Stocks
34
18
Portfolio P/E
41.30
52.74
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%