Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Compounder Strategy vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Compounder Strategy
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.57%
9.22%
6 Months
15.76%
9.86%
1 Year
22.36%
32.16%
3 Years
23.83%
19.13%
5 Years
17.53%
12.16%
Since Inception
20.07%
16.12%
Fund Age
7 yrs 3 mo
5 yrs 10 mo
AUM
₹2,271.9 Cr
₹170.31 Cr
Alpha – 1 Year
17.64%
27.44%
Alpha – 3 Years
11.75%
7.04%
Information Ratio – 3 Years
1.40
0.58
Volatility – 1 Year
21.11%
17.07%
Volatility – 3 Years
18.96%
17.73%
Beta – 1 Year
1.17
0.65
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.81
1.42
Sharpe Ratio – 3 Years
0.96
0.79
Worst Rolling Year
10.25%
0.71%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−19.83%
−30.82%
Recovery Period
123 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
21.55%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 46% · S 22%
L 11% · M 1% · S 72%
Number of Stocks
30
18
Portfolio P/E
29.80
52.74
Top 5 Holdings
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%