Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
7.48%
6 Months
16.85%
9.42%
1 Year
9.30%
28.25%
3 Years
14.05%
18.47%
5 Years
14.30%
21.31%
Since Inception
24.29%
21.69%
Fund Age
14 yrs 10 mo
5 yrs
AUM
₹372.24 Cr
₹79.02 Cr
Alpha – 1 Year
4.58%
23.53%
Alpha – 3 Years
1.97%
6.38%
Information Ratio – 3 Years
0.33
0.27
Volatility – 1 Year
21.18%
18.12%
Volatility – 3 Years
20.18%
27.25%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.27
1.18
Sharpe Ratio – 3 Years
0.49
0.56
Worst Rolling Year
-10.46%
15.67%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−23.77%
−30.64%
Recovery Period
99 days
114 days
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
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%