Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
9.22%
6 Months
3.36%
9.86%
1 Year
7.71%
32.16%
3 Years
10.42%
19.13%
5 Years
9.09%
12.16%
Since Inception
10.42%
16.12%
Fund Age
16 yrs 11 mo
5 yrs 10 mo
AUM
₹257.93 Cr
₹170.31 Cr
Alpha – 1 Year
0.40%
27.44%
Alpha – 3 Years
2.97%
7.04%
Information Ratio – 3 Years
2.62
0.58
Volatility – 1 Year
1.99%
17.07%
Volatility – 3 Years
1.94%
17.73%
Beta – 1 Year
0.35
0.65
Beta – 3 Years
0.35
0.86
Sharpe Ratio – 1 Year
1.45
1.42
Sharpe Ratio – 3 Years
3.79
0.79
Worst Rolling Year
7.00%
0.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
—
−30.82%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
11.56%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%