Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
9.22%
6 Months
18.69%
9.86%
1 Year
17.43%
32.16%
3 Years
—
19.13%
5 Years
—
12.16%
Since Inception
17.76%
16.12%
Fund Age
2 yrs 9 mo
5 yrs 10 mo
AUM
₹197.55 Cr
₹170.31 Cr
Alpha – 1 Year
17.78%
27.44%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
20.32%
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
1.06
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.63
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−15.36%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 11% · M 1% · S 72%
Number of Stocks
35
18
Portfolio P/E
35.70
52.74
Top 5 Holdings
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
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 · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%