Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
9.22%
6 Months
8.66%
9.86%
1 Year
4.44%
32.16%
3 Years
14.48%
19.13%
5 Years
8.94%
12.16%
Since Inception
14.23%
16.12%
Fund Age
18 yrs 11 mo
5 yrs 10 mo
AUM
₹4,562.38 Cr
₹170.31 Cr
Alpha – 1 Year
1.46%
27.44%
Alpha – 3 Years
2.60%
7.04%
Information Ratio – 3 Years
0.08
0.58
Volatility – 1 Year
20.33%
17.07%
Volatility – 3 Years
19.22%
17.73%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.00
1.42
Sharpe Ratio – 3 Years
0.51
0.79
Worst Rolling Year
-6.78%
0.71%
Value at Worst Rolling Year
₹0.93 Cr
₹1.01 Cr
Deepest Drawdown
−26.97%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
96.01%
99.71%
Median Rolling Year
15.06%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 11% · M 1% · S 72%
Number of Stocks
33
18
Portfolio P/E
40.71
52.74
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%