Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
9.22%
6 Months
13.11%
9.86%
1 Year
15.44%
32.16%
3 Years
15.82%
19.13%
5 Years
15.29%
12.16%
Since Inception
15.37%
16.12%
Fund Age
9 yrs 4 mo
5 yrs 10 mo
AUM
₹32.48 Cr
₹170.31 Cr
Alpha – 1 Year
10.72%
27.44%
Alpha – 3 Years
3.73%
7.04%
Information Ratio – 3 Years
0.69
0.58
Volatility – 1 Year
17.99%
17.07%
Volatility – 3 Years
17.45%
17.73%
Beta – 1 Year
0.99
0.65
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.59
1.42
Sharpe Ratio – 3 Years
0.71
0.79
Worst Rolling Year
-6.27%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−21.15%
−30.82%
Recovery Period
474 days
429 days
1-Year Rolling Windows Positive
92.43%
99.71%
Median Rolling Year
21.04%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 11% · M 1% · S 72%
Number of Stocks
30
18
Portfolio P/E
30.67
52.74
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%