Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
4.93%
6 Months
21.51%
2.72%
1 Year
15.87%
22.88%
3 Years
14.38%
20.47%
5 Years
17.96%
15.12%
Since Inception
16.82%
17.02%
Fund Age
8 yrs 9 mo
6 yrs 11 mo
AUM
₹1,503.25 Cr
₹261.05 Cr
Alpha – 1 Year
11.15%
18.16%
Alpha – 3 Years
2.29%
8.38%
Information Ratio – 3 Years
0.39
0.98
Volatility – 1 Year
27.51%
17.62%
Volatility – 3 Years
22.70%
15.64%
Beta – 1 Year
1.48
0.83
Beta – 3 Years
1.25
0.87
Sharpe Ratio – 1 Year
0.47
0.97
Sharpe Ratio – 3 Years
0.50
0.94
Worst Rolling Year
1.64%
7.22%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.39%
−19.96%
Recovery Period
122 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 28% · M 19% · S 43%
Number of Stocks
17
18
Portfolio P/E
—
63.91
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%