Portfolio Management Services (PMS)Compare Schemes
Green Lantern - Growth Fund vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Green Lantern - Growth Fund
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.81%
7.48%
6 Months
9.83%
9.42%
1 Year
13.53%
28.25%
3 Years
28.65%
18.47%
5 Years
30.15%
21.31%
Since Inception
22.72%
21.69%
Fund Age
8 yrs 8 mo
5 yrs
AUM
₹1,835.92 Cr
₹79.02 Cr
Alpha – 1 Year
8.81%
23.53%
Alpha – 3 Years
16.56%
6.38%
Information Ratio – 3 Years
1.28
0.27
Volatility – 1 Year
19.12%
18.12%
Volatility – 3 Years
18.89%
27.25%
Beta – 1 Year
0.96
0.87
Beta – 3 Years
0.91
0.86
Sharpe Ratio – 1 Year
0.47
1.18
Sharpe Ratio – 3 Years
1.16
0.56
Worst Rolling Year
-6.00%
15.67%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−13.66%
−30.64%
Recovery Period
411 days
114 days
1-Year Rolling Windows Positive
97.32%
100.00%
Median Rolling Year
40.41%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 24% · M 10% · S 45%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
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 · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
12% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%