Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
7.48%
6 Months
10.86%
9.42%
1 Year
−4.49%
28.25%
3 Years
22.00%
18.47%
5 Years
21.09%
21.31%
Since Inception
7.35%
21.69%
Fund Age
8 yrs 9 mo
5 yrs
AUM
₹1,454.75 Cr
₹79.02 Cr
Alpha – 1 Year
−7.47%
23.53%
Alpha – 3 Years
10.11%
6.38%
Information Ratio – 3 Years
0.32
0.27
Volatility – 1 Year
31.30%
18.12%
Volatility – 3 Years
27.30%
27.25%
Beta – 1 Year
1.42
0.87
Beta – 3 Years
1.22
0.86
Sharpe Ratio – 1 Year
-0.18
1.18
Sharpe Ratio – 3 Years
0.66
0.56
Worst Rolling Year
-30.88%
15.67%
Value at Worst Rolling Year
₹0.69 Cr
₹1.16 Cr
Deepest Drawdown
−34.06%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
25.67%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
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 · 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
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%