Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
9.22%
6 Months
10.86%
9.86%
1 Year
−4.49%
32.16%
3 Years
22.00%
19.13%
5 Years
21.09%
12.16%
Since Inception
7.35%
16.12%
Fund Age
8 yrs 9 mo
5 yrs 10 mo
AUM
₹1,454.75 Cr
₹170.31 Cr
Alpha – 1 Year
−7.47%
27.44%
Alpha – 3 Years
10.11%
7.04%
Information Ratio – 3 Years
0.32
0.58
Volatility – 1 Year
31.30%
17.07%
Volatility – 3 Years
27.30%
17.73%
Beta – 1 Year
1.42
0.65
Beta – 3 Years
1.22
0.86
Sharpe Ratio – 1 Year
-0.18
1.42
Sharpe Ratio – 3 Years
0.66
0.79
Worst Rolling Year
-30.88%
0.71%
Value at Worst Rolling Year
₹0.69 Cr
₹1.01 Cr
Deepest Drawdown
−34.06%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
83.55%
99.71%
Median Rolling Year
31.74%
14.29%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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 · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%