Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
ASK Strategic
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
1.77%
7.48%
6 Months
−2.32%
9.42%
1 Year
−4.30%
28.25%
3 Years
4.86%
18.47%
5 Years
5.12%
21.31%
Since Inception
13.15%
21.69%
Fund Age
16 yrs 7 mo
5 yrs
AUM
₹21.07 Cr
₹79.02 Cr
Alpha – 1 Year
−7.28%
23.53%
Alpha – 3 Years
−7.02%
6.38%
Information Ratio – 3 Years
-1.10
0.27
Volatility – 1 Year
16.85%
18.12%
Volatility – 3 Years
18.06%
27.25%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
1.07
0.86
Sharpe Ratio – 1 Year
-0.50
1.18
Sharpe Ratio – 3 Years
0.05
0.56
Worst Rolling Year
-4.57%
15.67%
Value at Worst Rolling Year
₹0.95 Cr
₹1.16 Cr
Deepest Drawdown
−24.09%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
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
41.34
57.02
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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 · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%