Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
9.22%
6 Months
0.50%
9.86%
1 Year
6.34%
32.16%
3 Years
19.74%
19.13%
5 Years
16.62%
12.16%
Since Inception
20.10%
16.12%
Fund Age
6 yrs 1 mo
5 yrs 10 mo
AUM
₹56.91 Cr
₹170.31 Cr
Alpha – 1 Year
1.64%
27.44%
Alpha – 3 Years
7.64%
7.04%
Information Ratio – 3 Years
0.90
0.58
Volatility – 1 Year
16.52%
17.07%
Volatility – 3 Years
17.18%
17.73%
Beta – 1 Year
0.89
0.65
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
0.14
1.42
Sharpe Ratio – 3 Years
0.84
0.79
Worst Rolling Year
18.93%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−18.72%
−30.82%
Recovery Period
245 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
25.30%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 11% · M 1% · S 72%
Number of Stocks
20
18
Portfolio P/E
27.00
52.74
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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 · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%