Portfolio Management Services (PMS)Compare Schemes
Neo Yield Enhancer vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Neo Yield Enhancer
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
9.22%
6 Months
4.98%
9.86%
1 Year
10.56%
32.16%
3 Years
—
19.13%
5 Years
—
12.16%
Since Inception
11.26%
16.12%
Fund Age
2 yrs 8 mo
5 yrs 10 mo
AUM
₹1,889.65 Cr
₹170.31 Cr
Alpha – 1 Year
9.31%
27.44%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
0.27%
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
0.04
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
17.75
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
—
−30.82%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
54
18
Portfolio P/E
—
52.74
Top 5 Holdings
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
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
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
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%