Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.73%
7.48%
6 Months
2.87%
9.42%
1 Year
8.13%
28.25%
3 Years
16.18%
18.47%
5 Years
18.39%
21.31%
Since Inception
20.76%
21.69%
Fund Age
10 yrs
5 yrs
AUM
₹12,257.23 Cr
₹79.02 Cr
Alpha – 1 Year
5.15%
23.53%
Alpha – 3 Years
4.29%
6.38%
Information Ratio – 3 Years
0.41
0.27
Volatility – 1 Year
17.45%
18.12%
Volatility – 3 Years
14.35%
27.25%
Beta – 1 Year
0.98
0.87
Beta – 3 Years
0.87
0.86
Sharpe Ratio – 1 Year
0.22
1.18
Sharpe Ratio – 3 Years
0.68
0.56
Worst Rolling Year
-5.58%
15.67%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−13.15%
−30.64%
Recovery Period
92 days
114 days
1-Year Rolling Windows Positive
87.09%
100.00%
Median Rolling Year
23.41%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 21% · S 12%
L 10% · M 9% · S 69%
Number of Stocks
40
34
Portfolio P/E
24.82
57.02
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 · 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 · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%