Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.54%
7.48%
6 Months
22.22%
9.42%
1 Year
18.30%
28.25%
3 Years
15.67%
18.47%
5 Years
—
21.31%
Since Inception
20.11%
21.69%
Fund Age
3 yrs 4 mo
5 yrs
AUM
₹135.39 Cr
₹79.02 Cr
Alpha – 1 Year
11.45%
23.53%
Alpha – 3 Years
4.63%
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
34.13%
18.12%
Volatility – 3 Years
22.86%
27.25%
Beta – 1 Year
2.68
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.49
1.18
Sharpe Ratio – 3 Years
0.52
0.56
Worst Rolling Year
12.96%
15.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−27.31%
−30.64%
Recovery Period
77 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.16%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
Top 5 Holdings
—
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%