Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
9.22%
6 Months
14.31%
9.86%
1 Year
23.04%
32.16%
3 Years
17.41%
19.13%
5 Years
14.44%
12.16%
Since Inception
16.04%
16.12%
Fund Age
5 yrs 2 mo
5 yrs 10 mo
AUM
₹246.55 Cr
₹170.31 Cr
Alpha – 1 Year
18.32%
27.44%
Alpha – 3 Years
5.32%
7.04%
Information Ratio – 3 Years
0.69
0.58
Volatility – 1 Year
16.66%
17.07%
Volatility – 3 Years
14.65%
17.73%
Beta – 1 Year
0.91
0.65
Beta – 3 Years
0.83
0.86
Sharpe Ratio – 1 Year
1.02
1.42
Sharpe Ratio – 3 Years
0.82
0.79
Worst Rolling Year
13.49%
0.71%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−17.20%
−30.82%
Recovery Period
198 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
18.30%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 11% · M 1% · S 72%
Number of Stocks
33
18
Portfolio P/E
48.70
52.74
Top 5 Holdings
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
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 · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%