Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
7.48%
6 Months
6.20%
9.42%
1 Year
9.45%
28.25%
3 Years
11.74%
18.47%
5 Years
—
21.31%
Since Inception
12.77%
21.69%
Fund Age
3 yrs 7 mo
5 yrs
AUM
₹223.43 Cr
₹79.02 Cr
Alpha – 1 Year
9.88%
23.53%
Alpha – 3 Years
3.17%
6.38%
Information Ratio – 3 Years
0.40
0.27
Volatility – 1 Year
16.24%
18.12%
Volatility – 3 Years
16.22%
27.25%
Beta – 1 Year
0.89
0.87
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.30
1.18
Sharpe Ratio – 3 Years
0.44
0.56
Worst Rolling Year
11.49%
15.67%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−24.20%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 10% · M 9% · S 69%
Number of Stocks
96
34
Portfolio P/E
27.01
57.02
Top 5 Holdings
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
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
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%