Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.54%
4.93%
6 Months
22.22%
2.72%
1 Year
18.30%
22.88%
3 Years
15.67%
20.47%
5 Years
—
15.12%
Since Inception
20.11%
17.02%
Fund Age
3 yrs 4 mo
6 yrs 11 mo
AUM
₹135.39 Cr
₹261.05 Cr
Alpha – 1 Year
11.45%
18.16%
Alpha – 3 Years
4.63%
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
34.13%
17.62%
Volatility – 3 Years
22.86%
15.64%
Beta – 1 Year
2.68
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.49
0.97
Sharpe Ratio – 3 Years
0.52
0.94
Worst Rolling Year
12.96%
7.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−27.31%
−19.96%
Recovery Period
77 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.16%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
—
63.91
Top 5 Holdings
—
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%