Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
9.22%
6 Months
27.55%
9.86%
1 Year
—
32.16%
3 Years
—
19.13%
5 Years
—
12.16%
Since Inception
23.98%
16.12%
Fund Age
7 mo
5 yrs 10 mo
AUM
₹3.83 Cr
₹170.31 Cr
Alpha – 1 Year
—
27.44%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
—
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
—
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
—
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−30.82%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
L 11% · M 1% · S 72%
Number of Stocks
32
18
Portfolio P/E
49.25
52.74
Top 5 Holdings
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%