Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
9.22%
6 Months
25.00%
9.86%
1 Year
17.14%
32.16%
3 Years
16.20%
19.13%
5 Years
15.34%
12.16%
Since Inception
19.60%
16.12%
Fund Age
7 yrs 3 mo
5 yrs 10 mo
AUM
₹127.23 Cr
₹170.31 Cr
Alpha – 1 Year
12.42%
27.44%
Alpha – 3 Years
4.43%
7.04%
Information Ratio – 3 Years
0.38
0.58
Volatility – 1 Year
23.12%
17.07%
Volatility – 3 Years
20.20%
17.73%
Beta – 1 Year
1.18
0.65
Beta – 3 Years
1.05
0.86
Sharpe Ratio – 1 Year
0.56
1.42
Sharpe Ratio – 3 Years
0.61
0.79
Worst Rolling Year
13.55%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−26.74%
−30.82%
Recovery Period
143 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
20.50%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 11% · M 1% · S 72%
Number of Stocks
101
18
Portfolio P/E
52.20
52.74
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%