Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Turtle Wealth -Wealth 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
1.77%
4.93%
6 Months
−2.32%
2.72%
1 Year
−4.30%
22.88%
3 Years
4.86%
20.47%
5 Years
5.12%
15.12%
Since Inception
13.15%
17.02%
Fund Age
16 yrs 7 mo
6 yrs 11 mo
AUM
₹21.07 Cr
₹261.05 Cr
Alpha – 1 Year
−7.28%
18.16%
Alpha – 3 Years
−7.02%
8.38%
Information Ratio – 3 Years
-1.10
0.98
Volatility – 1 Year
16.85%
17.62%
Volatility – 3 Years
18.06%
15.64%
Beta – 1 Year
0.95
0.83
Beta – 3 Years
1.07
0.87
Sharpe Ratio – 1 Year
-0.50
0.97
Sharpe Ratio – 3 Years
0.05
0.94
Worst Rolling Year
-4.57%
7.22%
Value at Worst Rolling Year
₹0.95 Cr
₹1.07 Cr
Deepest Drawdown
−24.09%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 28% · M 19% · S 43%
Number of Stocks
34
18
Portfolio P/E
41.34
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%