Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.48%
4.93%
6 Months
0.17%
2.72%
1 Year
1.53%
22.88%
3 Years
6.30%
20.47%
5 Years
7.16%
15.12%
Since Inception
16.58%
17.02%
Fund Age
6 yrs 6 mo
6 yrs 11 mo
AUM
₹182.72 Cr
₹261.05 Cr
Alpha – 1 Year
−3.19%
18.16%
Alpha – 3 Years
−5.79%
8.38%
Information Ratio – 3 Years
-1.15
0.98
Volatility – 1 Year
17.17%
17.62%
Volatility – 3 Years
15.94%
15.64%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
0.99
0.87
Sharpe Ratio – 1 Year
-0.13
0.97
Sharpe Ratio – 3 Years
0.13
0.94
Worst Rolling Year
6.16%
7.22%
Value at Worst Rolling Year
₹1.06 Cr
₹1.07 Cr
Deepest Drawdown
−24.43%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.55%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
60
18
Portfolio P/E
19.43
63.91
Top 5 Holdings
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Variable Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%