Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
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
2.75%
9.22%
6 Months
26.95%
9.86%
1 Year
13.12%
32.16%
3 Years
17.80%
19.13%
5 Years
15.04%
12.16%
Since Inception
22.70%
16.12%
Fund Age
8 yrs
5 yrs 10 mo
AUM
₹357.26 Cr
₹170.31 Cr
Alpha – 1 Year
10.14%
27.44%
Alpha – 3 Years
5.90%
7.04%
Information Ratio – 3 Years
0.31
0.58
Volatility – 1 Year
32.38%
17.07%
Volatility – 3 Years
25.45%
17.73%
Beta – 1 Year
1.68
0.65
Beta – 3 Years
1.37
0.86
Sharpe Ratio – 1 Year
0.36
1.42
Sharpe Ratio – 3 Years
0.56
0.79
Worst Rolling Year
11.19%
0.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−26.50%
−30.82%
Recovery Period
80 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
27.28%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 7% · M 19% · S 59%
L 11% · M 1% · S 72%
Number of Stocks
42
18
Portfolio P/E
42.01
52.74
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%