Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Turtle Wealth -Wealth 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
−0.92%
4.93%
6 Months
32.15%
2.72%
1 Year
16.77%
22.88%
3 Years
19.00%
20.47%
5 Years
20.10%
15.12%
Since Inception
27.01%
17.02%
Fund Age
6 yrs 10 mo
6 yrs 11 mo
AUM
₹247.64 Cr
₹261.05 Cr
Alpha – 1 Year
13.79%
18.16%
Alpha – 3 Years
7.10%
8.38%
Information Ratio – 3 Years
0.30
0.98
Volatility – 1 Year
39.13%
17.62%
Volatility – 3 Years
29.47%
15.64%
Beta – 1 Year
1.87
0.83
Beta – 3 Years
1.36
0.87
Sharpe Ratio – 1 Year
0.42
0.97
Sharpe Ratio – 3 Years
0.55
0.94
Worst Rolling Year
15.03%
7.22%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−35.86%
−19.96%
Recovery Period
94 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 28% · M 19% · S 43%
Number of Stocks
42
18
Portfolio P/E
42.30
63.91
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%