Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.50%
7.48%
6 Months
2.02%
9.42%
1 Year
0.60%
28.25%
3 Years
8.21%
18.47%
5 Years
5.75%
21.31%
Since Inception
9.73%
21.69%
Fund Age
6 yrs
5 yrs
AUM
₹128.19 Cr
₹79.02 Cr
Alpha – 1 Year
1.03%
23.53%
Alpha – 3 Years
−0.36%
6.38%
Information Ratio – 3 Years
0.12
0.27
Volatility – 1 Year
19.24%
18.12%
Volatility – 3 Years
14.76%
27.25%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
-0.16
1.18
Sharpe Ratio – 3 Years
0.24
0.56
Worst Rolling Year
0.20%
15.67%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−18.72%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
98.09%
100.00%
Median Rolling Year
8.37%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 42% · S 11%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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 · 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%