Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Turtle Wealth -Growth 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
2.10%
9.22%
6 Months
29.13%
9.86%
1 Year
20.96%
32.16%
3 Years
17.22%
19.13%
5 Years
—
12.16%
Since Inception
23.59%
16.12%
Fund Age
3 yrs 7 mo
5 yrs 10 mo
AUM
₹147.56 Cr
₹170.31 Cr
Alpha – 1 Year
16.24%
27.44%
Alpha – 3 Years
5.13%
7.04%
Information Ratio – 3 Years
0.33
0.58
Volatility – 1 Year
30.80%
17.07%
Volatility – 3 Years
25.65%
17.73%
Beta – 1 Year
1.54
0.65
Beta – 3 Years
1.41
0.86
Sharpe Ratio – 1 Year
0.58
1.42
Sharpe Ratio – 3 Years
0.54
0.79
Worst Rolling Year
15.38%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−28.52%
−30.82%
Recovery Period
122 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
21.14%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 11% · M 1% · S 72%
Number of Stocks
18
18
Portfolio P/E
—
52.74
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%