Portfolio Management Services (PMS)Compare Schemes
ASK-IVP vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
ASK-IVP
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
1.91%
9.22%
6 Months
−1.55%
9.86%
1 Year
2.26%
32.16%
3 Years
3.37%
19.13%
5 Years
4.66%
12.16%
Since Inception
9.07%
16.12%
Fund Age
6 yrs 8 mo
5 yrs 10 mo
AUM
₹55.15 Cr
₹170.31 Cr
Alpha – 1 Year
−0.72%
27.44%
Alpha – 3 Years
−8.51%
7.04%
Information Ratio – 3 Years
-1.16
0.58
Volatility – 1 Year
17.30%
17.07%
Volatility – 3 Years
16.20%
17.73%
Beta – 1 Year
0.96
0.65
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
-0.10
1.42
Sharpe Ratio – 3 Years
-0.05
0.79
Worst Rolling Year
0.65%
0.71%
Value at Worst Rolling Year
₹1.01 Cr
₹1.01 Cr
Deepest Drawdown
−23.57%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.70%
99.71%
Median Rolling Year
10.16%
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
31.94
52.74
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.33%
Infosys Ltd · 6.11%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.18%
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 · 27.34%
Automobile and Auto Components · 16.15%
Capital Goods · 13.35%
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%