Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.41%
7.48%
6 Months
13.18%
9.42%
1 Year
2.91%
28.25%
3 Years
14.27%
18.47%
5 Years
—
21.31%
Since Inception
11.83%
21.69%
Fund Age
4 yrs 11 mo
5 yrs
AUM
₹31.01 Cr
₹79.02 Cr
Alpha – 1 Year
−1.81%
23.53%
Alpha – 3 Years
2.18%
6.38%
Information Ratio – 3 Years
0.24
0.27
Volatility – 1 Year
18.67%
18.12%
Volatility – 3 Years
17.11%
27.25%
Beta – 1 Year
0.97
0.87
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
-0.04
1.18
Sharpe Ratio – 3 Years
0.56
0.56
Worst Rolling Year
12.64%
15.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−24.73%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 10% · M 9% · S 69%
Number of Stocks
26
34
Portfolio P/E
54.84
57.02
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
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 · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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%