Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.39%
7.48%
6 Months
5.71%
9.42%
1 Year
−0.97%
28.25%
3 Years
8.86%
18.47%
5 Years
14.20%
21.31%
Since Inception
14.76%
21.69%
Fund Age
10 yrs 5 mo
5 yrs
AUM
₹447.76 Cr
₹79.02 Cr
Alpha – 1 Year
−2.83%
23.53%
Alpha – 3 Years
−3.22%
6.38%
Information Ratio – 3 Years
0.04
0.27
Volatility – 1 Year
24.79%
18.12%
Volatility – 3 Years
21.25%
27.25%
Beta – 1 Year
1.35
0.87
Beta – 3 Years
1.20
0.86
Sharpe Ratio – 1 Year
-0.14
1.18
Sharpe Ratio – 3 Years
0.31
0.56
Worst Rolling Year
-13.00%
15.67%
Value at Worst Rolling Year
₹0.87 Cr
₹1.16 Cr
Deepest Drawdown
−26.06%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
84.68%
100.00%
Median Rolling Year
19.56%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 10% · M 9% · S 69%
Number of Stocks
32
34
Portfolio P/E
33.69
57.02
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 · 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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
0% / 0% / 0%