Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
4.93%
6 Months
7.97%
2.72%
1 Year
6.21%
22.88%
3 Years
12.78%
20.47%
5 Years
14.19%
15.12%
Since Inception
16.41%
17.02%
Fund Age
7 yrs 3 mo
6 yrs 11 mo
AUM
₹115.97 Cr
₹261.05 Cr
Alpha – 1 Year
1.49%
18.16%
Alpha – 3 Years
0.69%
8.38%
Information Ratio – 3 Years
0.20
0.98
Volatility – 1 Year
15.75%
17.62%
Volatility – 3 Years
15.69%
15.64%
Beta – 1 Year
0.82
0.83
Beta – 3 Years
0.88
0.87
Sharpe Ratio – 1 Year
0.12
0.97
Sharpe Ratio – 3 Years
0.51
0.94
Worst Rolling Year
11.84%
7.22%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−23.37%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
35
18
Portfolio P/E
—
63.91
Top 5 Holdings
—
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%