Portfolio Management Services (PMS)Compare Schemes
Magadh - Value for Growth vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Magadh - Value for Growth
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
1.29%
7.48%
6 Months
−4.12%
9.42%
1 Year
1.97%
28.25%
3 Years
12.30%
18.47%
5 Years
12.28%
21.31%
Since Inception
12.08%
21.69%
Fund Age
5 yrs
5 yrs
AUM
₹27.16 Cr
₹79.02 Cr
Alpha – 1 Year
−2.75%
23.53%
Alpha – 3 Years
0.21%
6.38%
Information Ratio – 3 Years
0.08
0.27
Volatility – 1 Year
18.26%
18.12%
Volatility – 3 Years
15.26%
27.25%
Beta – 1 Year
1.01
0.87
Beta – 3 Years
0.92
0.86
Sharpe Ratio – 1 Year
-0.09
1.18
Sharpe Ratio – 3 Years
0.53
0.56
Worst Rolling Year
12.19%
15.67%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−16.54%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.96%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 28% · S 30%
L 10% · M 9% · S 69%
Number of Stocks
27
34
Portfolio P/E
24.88
57.02
Top 5 Holdings
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
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
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
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)
0% / 0% / 0%
0% / 0% / 0%