Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
9.22%
6 Months
16.85%
9.86%
1 Year
9.30%
32.16%
3 Years
14.05%
19.13%
5 Years
14.30%
12.16%
Since Inception
24.29%
16.12%
Fund Age
14 yrs 10 mo
5 yrs 10 mo
AUM
₹372.24 Cr
₹170.31 Cr
Alpha – 1 Year
4.58%
27.44%
Alpha – 3 Years
1.97%
7.04%
Information Ratio – 3 Years
0.33
0.58
Volatility – 1 Year
21.18%
17.07%
Volatility – 3 Years
20.18%
17.73%
Beta – 1 Year
1.04
0.65
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.27
1.42
Sharpe Ratio – 3 Years
0.49
0.79
Worst Rolling Year
-10.46%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−23.77%
−30.82%
Recovery Period
99 days
429 days
1-Year Rolling Windows Positive
93.61%
99.71%
Median Rolling Year
27.35%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
0% / 0% / 0%