Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.53%
7.48%
6 Months
18.13%
9.42%
1 Year
13.15%
28.25%
3 Years
14.12%
18.47%
5 Years
11.96%
21.31%
Since Inception
13.25%
21.69%
Fund Age
5 yrs 1 mo
5 yrs
AUM
₹77.09 Cr
₹79.02 Cr
Alpha – 1 Year
10.17%
23.53%
Alpha – 3 Years
2.24%
6.38%
Information Ratio – 3 Years
0.36
0.27
Volatility – 1 Year
23.76%
18.12%
Volatility – 3 Years
19.81%
27.25%
Beta – 1 Year
1.23
0.87
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
0.40
1.18
Sharpe Ratio – 3 Years
0.50
0.56
Worst Rolling Year
8.04%
15.67%
Value at Worst Rolling Year
₹1.08 Cr
₹1.16 Cr
Deepest Drawdown
−27.15%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.70%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 10% · M 9% · S 69%
Number of Stocks
20
34
Portfolio P/E
52.66
57.02
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
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 · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%