Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
9.22%
6 Months
3.75%
9.86%
1 Year
−5.76%
32.16%
3 Years
3.98%
19.13%
5 Years
6.05%
12.16%
Since Inception
9.94%
16.12%
Fund Age
7 yrs 9 mo
5 yrs 10 mo
AUM
₹45.09 Cr
₹170.31 Cr
Alpha – 1 Year
−8.74%
27.44%
Alpha – 3 Years
−7.91%
7.04%
Information Ratio – 3 Years
-1.11
0.58
Volatility – 1 Year
21.69%
17.07%
Volatility – 3 Years
18.00%
17.73%
Beta – 1 Year
1.21
0.65
Beta – 3 Years
1.08
0.86
Sharpe Ratio – 1 Year
-0.42
1.42
Sharpe Ratio – 3 Years
0.01
0.79
Worst Rolling Year
3.08%
0.71%
Value at Worst Rolling Year
₹1.03 Cr
₹1.01 Cr
Deepest Drawdown
−29.01%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
12.65%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 11% · M 1% · S 72%
Number of Stocks
43
18
Portfolio P/E
—
52.74
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%