Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.12%
7.48%
6 Months
9.15%
9.42%
1 Year
11.50%
28.25%
3 Years
15.21%
18.47%
5 Years
—
21.31%
Since Inception
17.99%
21.69%
Fund Age
3 yrs 4 mo
5 yrs
AUM
₹113.51 Cr
₹79.02 Cr
Alpha – 1 Year
11.85%
23.53%
Alpha – 3 Years
6.21%
6.38%
Information Ratio – 3 Years
0.97
0.27
Volatility – 1 Year
21.57%
18.12%
Volatility – 3 Years
16.25%
27.25%
Beta – 1 Year
1.26
0.87
Beta – 3 Years
1.09
0.86
Sharpe Ratio – 1 Year
0.37
1.18
Sharpe Ratio – 3 Years
0.63
0.56
Worst Rolling Year
14.24%
15.67%
Value at Worst Rolling Year
₹1.14 Cr
₹1.16 Cr
Deepest Drawdown
−19.23%
−30.64%
Recovery Period
79 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
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%