Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
9.22%
6 Months
12.65%
9.86%
1 Year
22.80%
32.16%
3 Years
18.05%
19.13%
5 Years
41.98%
12.16%
Since Inception
7.54%
16.12%
Fund Age
9 yrs 2 mo
5 yrs 10 mo
AUM
₹9.17 Cr
₹170.31 Cr
Alpha – 1 Year
24.84%
27.44%
Alpha – 3 Years
11.40%
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
21.50%
17.07%
Volatility – 3 Years
17.94%
17.73%
Beta – 1 Year
—
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.82
1.42
Sharpe Ratio – 3 Years
0.76
0.79
Worst Rolling Year
-34.33%
0.71%
Value at Worst Rolling Year
₹0.66 Cr
₹1.01 Cr
Deepest Drawdown
−18.33%
−30.82%
Recovery Period
81 days
429 days
1-Year Rolling Windows Positive
68.37%
99.71%
Median Rolling Year
26.92%
14.29%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 11% · M 1% · S 72%
Number of Stocks
18
18
Portfolio P/E
18.68
52.74
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%