Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
9.22%
6 Months
10.60%
9.86%
1 Year
2.51%
32.16%
3 Years
7.68%
19.13%
5 Years
9.38%
12.16%
Since Inception
10.51%
16.12%
Fund Age
9 yrs 6 mo
5 yrs 10 mo
AUM
₹804.15 Cr
₹170.31 Cr
Alpha – 1 Year
2.94%
27.44%
Alpha – 3 Years
−0.89%
7.04%
Information Ratio – 3 Years
-0.08
0.58
Volatility – 1 Year
21.76%
17.07%
Volatility – 3 Years
17.30%
17.73%
Beta – 1 Year
1.23
0.65
Beta – 3 Years
1.08
0.86
Sharpe Ratio – 1 Year
-0.04
1.42
Sharpe Ratio – 3 Years
0.20
0.79
Worst Rolling Year
-3.22%
0.71%
Value at Worst Rolling Year
₹0.97 Cr
₹1.01 Cr
Deepest Drawdown
−26.72%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
96.55%
99.71%
Median Rolling Year
12.69%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
L 11% · M 1% · S 72%
Number of Stocks
42
18
Portfolio P/E
35.23
52.74
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
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)
3% / 2% / 1%
0% / 0% / 0%