Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
9.22%
6 Months
2.87%
9.86%
1 Year
8.13%
32.16%
3 Years
16.18%
19.13%
5 Years
18.39%
12.16%
Since Inception
20.76%
16.12%
Fund Age
10 yrs
5 yrs 10 mo
AUM
₹12,257.23 Cr
₹170.31 Cr
Alpha – 1 Year
5.15%
27.44%
Alpha – 3 Years
4.29%
7.04%
Information Ratio – 3 Years
0.41
0.58
Volatility – 1 Year
17.45%
17.07%
Volatility – 3 Years
14.35%
17.73%
Beta – 1 Year
0.98
0.65
Beta – 3 Years
0.87
0.86
Sharpe Ratio – 1 Year
0.22
1.42
Sharpe Ratio – 3 Years
0.68
0.79
Worst Rolling Year
-5.58%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−13.15%
−30.82%
Recovery Period
92 days
429 days
1-Year Rolling Windows Positive
87.09%
99.71%
Median Rolling Year
23.41%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 11% · M 1% · S 72%
Number of Stocks
40
18
Portfolio P/E
24.82
52.74
Top 5 Holdings
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
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
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%