Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.88%
7.48%
6 Months
17.49%
9.42%
1 Year
9.72%
28.25%
3 Years
—
18.47%
5 Years
—
21.31%
Since Inception
6.83%
21.69%
Fund Age
2 yrs 3 mo
5 yrs
AUM
₹104.19 Cr
₹79.02 Cr
Alpha – 1 Year
6.74%
23.53%
Alpha – 3 Years
—
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
24.22%
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.27
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−19.46%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 3% · M 1% · S 92%
L 10% · M 9% · S 69%
Number of Stocks
45
34
Portfolio P/E
29.66
57.02
Top 5 Holdings
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
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
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%