Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
9.22%
6 Months
24.60%
9.86%
1 Year
7.56%
32.16%
3 Years
20.98%
19.13%
5 Years
—
12.16%
Since Inception
24.10%
16.12%
Fund Age
4 yrs 4 mo
5 yrs 10 mo
AUM
₹3.89 Cr
₹170.31 Cr
Alpha – 1 Year
4.58%
27.44%
Alpha – 3 Years
9.08%
7.04%
Information Ratio – 3 Years
0.07
0.58
Volatility – 1 Year
32.74%
17.07%
Volatility – 3 Years
27.24%
17.73%
Beta – 1 Year
1.49
0.65
Beta – 3 Years
1.30
0.86
Sharpe Ratio – 1 Year
0.20
1.42
Sharpe Ratio – 3 Years
0.49
0.79
Worst Rolling Year
17.91%
0.71%
Value at Worst Rolling Year
₹1.18 Cr
₹1.01 Cr
Deepest Drawdown
−34.40%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
25.17%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
27
18
Portfolio P/E
52.77
52.74
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%