Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Turtle Wealth - Profit Mantra
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ASK-EOP
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
1.83%
7.48%
6 Months
−2.22%
9.42%
1 Year
−4.46%
28.25%
3 Years
4.69%
18.47%
5 Years
4.88%
21.31%
Since Inception
9.48%
21.69%
Fund Age
8 yrs 11 mo
5 yrs
AUM
₹242.51 Cr
₹79.02 Cr
Alpha – 1 Year
−7.44%
23.53%
Alpha – 3 Years
−7.19%
6.38%
Information Ratio – 3 Years
-1.12
0.27
Volatility – 1 Year
16.89%
18.12%
Volatility – 3 Years
18.01%
27.25%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
-0.51
1.18
Sharpe Ratio – 3 Years
0.04
0.56
Worst Rolling Year
2.18%
15.67%
Value at Worst Rolling Year
₹1.02 Cr
₹1.16 Cr
Deepest Drawdown
−24.10%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 10% · M 9% · S 69%
Number of Stocks
34
34
Portfolio P/E
41.30
57.02
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 · 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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%