Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
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
5.36%
9.22%
6 Months
17.83%
9.86%
1 Year
22.60%
32.16%
3 Years
18.89%
19.13%
5 Years
16.73%
12.16%
Since Inception
18.63%
16.12%
Fund Age
5 yrs 2 mo
5 yrs 10 mo
AUM
₹146.97 Cr
₹170.31 Cr
Alpha – 1 Year
17.88%
27.44%
Alpha – 3 Years
6.80%
7.04%
Information Ratio – 3 Years
0.75
0.58
Volatility – 1 Year
20.18%
17.07%
Volatility – 3 Years
16.94%
17.73%
Beta – 1 Year
1.05
0.65
Beta – 3 Years
0.94
0.86
Sharpe Ratio – 1 Year
0.85
1.42
Sharpe Ratio – 3 Years
0.80
0.79
Worst Rolling Year
15.50%
0.71%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−17.05%
−30.82%
Recovery Period
199 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
20.61%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 11% · M 1% · S 72%
Number of Stocks
32
18
Portfolio P/E
39.10
52.74
Top 5 Holdings
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
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 · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%