Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.15%
7.48%
6 Months
18.21%
9.42%
1 Year
19.11%
28.25%
3 Years
23.58%
18.47%
5 Years
18.40%
21.31%
Since Inception
13.93%
21.69%
Fund Age
11 yrs 4 mo
5 yrs
AUM
₹13.37 Cr
₹79.02 Cr
Alpha – 1 Year
16.13%
23.53%
Alpha – 3 Years
11.69%
6.38%
Information Ratio – 3 Years
1.24
0.27
Volatility – 1 Year
18.18%
18.12%
Volatility – 3 Years
17.99%
27.25%
Beta – 1 Year
0.94
0.87
Beta – 3 Years
1.01
0.86
Sharpe Ratio – 1 Year
0.75
1.18
Sharpe Ratio – 3 Years
0.97
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−20.05%
−30.64%
Recovery Period
162 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 27% · M 15% · S 55%
L 10% · M 9% · S 69%
Number of Stocks
32
34
Portfolio P/E
41.94
57.02
Top 5 Holdings
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
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 · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%