Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
9.22%
6 Months
5.71%
9.86%
1 Year
−0.97%
32.16%
3 Years
8.86%
19.13%
5 Years
14.20%
12.16%
Since Inception
14.76%
16.12%
Fund Age
10 yrs 5 mo
5 yrs 10 mo
AUM
₹447.76 Cr
₹170.31 Cr
Alpha – 1 Year
−2.83%
27.44%
Alpha – 3 Years
−3.22%
7.04%
Information Ratio – 3 Years
0.04
0.58
Volatility – 1 Year
24.79%
17.07%
Volatility – 3 Years
21.25%
17.73%
Beta – 1 Year
1.35
0.65
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
-0.14
1.42
Sharpe Ratio – 3 Years
0.31
0.79
Worst Rolling Year
-13.00%
0.71%
Value at Worst Rolling Year
₹0.87 Cr
₹1.01 Cr
Deepest Drawdown
−26.06%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
84.68%
99.71%
Median Rolling Year
19.56%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 11% · M 1% · S 72%
Number of Stocks
32
18
Portfolio P/E
33.69
52.74
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
0% / 0% / 0%