Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.35%
7.48%
6 Months
27.55%
9.42%
1 Year
—
28.25%
3 Years
—
18.47%
5 Years
—
21.31%
Since Inception
23.98%
21.69%
Fund Age
7 mo
5 yrs
AUM
₹3.83 Cr
₹79.02 Cr
Alpha – 1 Year
—
23.53%
Alpha – 3 Years
—
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
—
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
—
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
—
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−30.64%
Recovery Period
—
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 18% · M 24% · S 55%
L 10% · M 9% · S 69%
Number of Stocks
32
34
Portfolio P/E
49.25
57.02
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 · 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 · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
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% / 1%
0% / 0% / 0%