Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite 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
0.11%
9.22%
6 Months
10.76%
9.86%
1 Year
8.14%
32.16%
3 Years
7.76%
19.13%
5 Years
10.03%
12.16%
Since Inception
11.69%
16.12%
Fund Age
6 yrs 8 mo
5 yrs 10 mo
AUM
₹87.23 Cr
₹170.31 Cr
Alpha – 1 Year
8.57%
27.44%
Alpha – 3 Years
−0.81%
7.04%
Information Ratio – 3 Years
0.02
0.58
Volatility – 1 Year
23.09%
17.07%
Volatility – 3 Years
18.26%
17.73%
Beta – 1 Year
1.29
0.65
Beta – 3 Years
1.11
0.86
Sharpe Ratio – 1 Year
0.21
1.42
Sharpe Ratio – 3 Years
0.22
0.79
Worst Rolling Year
6.59%
0.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−25.42%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
13.94%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 11% · M 1% · S 72%
Number of Stocks
41
18
Portfolio P/E
25.23
52.74
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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%