Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−1.86%
7.48%
6 Months
0.50%
9.42%
1 Year
6.34%
28.25%
3 Years
19.74%
18.47%
5 Years
16.62%
21.31%
Since Inception
20.10%
21.69%
Fund Age
6 yrs 1 mo
5 yrs
AUM
₹56.91 Cr
₹79.02 Cr
Alpha – 1 Year
1.64%
23.53%
Alpha – 3 Years
7.64%
6.38%
Information Ratio – 3 Years
0.90
0.27
Volatility – 1 Year
16.52%
18.12%
Volatility – 3 Years
17.18%
27.25%
Beta – 1 Year
0.89
0.87
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
0.14
1.18
Sharpe Ratio – 3 Years
0.84
0.56
Worst Rolling Year
18.93%
15.67%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−18.72%
−30.64%
Recovery Period
245 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 10% · M 9% · S 69%
Number of Stocks
20
34
Portfolio P/E
27.00
57.02
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 · 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 · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%