Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
JM-Apex
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
5.10%
7.48%
6 Months
17.39%
9.42%
1 Year
20.93%
28.25%
3 Years
17.01%
18.47%
5 Years
—
21.31%
Since Inception
19.54%
21.69%
Fund Age
3 yrs 6 mo
5 yrs
AUM
₹615.02 Cr
₹79.02 Cr
Alpha – 1 Year
16.21%
23.53%
Alpha – 3 Years
4.92%
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
19.36%
18.12%
Volatility – 3 Years
18.51%
27.25%
Beta – 1 Year
1.01
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.81
1.18
Sharpe Ratio – 3 Years
0.72
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.79%
−30.64%
Recovery Period
45 days
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 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%