Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.39%
7.48%
6 Months
19.31%
9.42%
1 Year
11.21%
28.25%
3 Years
13.34%
18.47%
5 Years
15.02%
21.31%
Since Inception
17.08%
21.69%
Fund Age
5 yrs 4 mo
5 yrs
AUM
₹135.65 Cr
₹79.02 Cr
Alpha – 1 Year
6.49%
23.53%
Alpha – 3 Years
1.25%
6.38%
Information Ratio – 3 Years
0.12
0.27
Volatility – 1 Year
20.71%
18.12%
Volatility – 3 Years
17.79%
27.25%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.97
0.86
Sharpe Ratio – 1 Year
0.35
1.18
Sharpe Ratio – 3 Years
0.50
0.56
Worst Rolling Year
12.49%
15.67%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−25.10%
−30.64%
Recovery Period
493 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%