Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential- Rising Stars Strategy vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
ICICI Prudential- Rising Stars Strategy
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−6.06%
7.48%
6 Months
14.81%
9.42%
1 Year
—
28.25%
3 Years
—
18.47%
5 Years
—
21.31%
Since Inception
6.62%
21.69%
Fund Age
7 mo
5 yrs
AUM
₹376.54 Cr
₹79.02 Cr
Alpha – 1 Year
—
23.53%
Alpha – 3 Years
—
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
—
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
—
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
—
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−30.64%
Recovery Period
—
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 28% · S 68%
L 10% · M 9% · S 69%
Number of Stocks
33
34
Portfolio P/E
—
57.02
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
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
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%