Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
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
0.25%
7.48%
6 Months
15.19%
9.42%
1 Year
3.21%
28.25%
3 Years
19.65%
18.47%
5 Years
—
21.31%
Since Inception
25.09%
21.69%
Fund Age
3 yrs 5 mo
5 yrs
AUM
₹4,148.34 Cr
₹79.02 Cr
Alpha – 1 Year
0.23%
23.53%
Alpha – 3 Years
7.77%
6.38%
Information Ratio – 3 Years
0.62
0.27
Volatility – 1 Year
21.54%
18.12%
Volatility – 3 Years
22.15%
27.25%
Beta – 1 Year
1.06
0.87
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
-0.01
1.18
Sharpe Ratio – 3 Years
0.68
0.56
Worst Rolling Year
19.49%
15.67%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−27.91%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 10% · M 9% · S 69%
Number of Stocks
26
34
Portfolio P/E
55.82
57.02
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%