Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
9.22%
6 Months
6.66%
9.86%
1 Year
7.95%
32.16%
3 Years
14.01%
19.13%
5 Years
12.40%
12.16%
Since Inception
16.07%
16.12%
Fund Age
12 yrs 5 mo
5 yrs 10 mo
AUM
₹27.98 Cr
₹170.31 Cr
Alpha – 1 Year
3.23%
27.44%
Alpha – 3 Years
1.92%
7.04%
Information Ratio – 3 Years
0.55
0.58
Volatility – 1 Year
16.42%
17.07%
Volatility – 3 Years
14.36%
17.73%
Beta – 1 Year
0.92
0.65
Beta – 3 Years
0.91
0.86
Sharpe Ratio – 1 Year
0.15
1.42
Sharpe Ratio – 3 Years
0.63
0.79
Worst Rolling Year
-4.39%
0.71%
Value at Worst Rolling Year
₹0.96 Cr
₹1.01 Cr
Deepest Drawdown
−17.36%
−30.82%
Recovery Period
532 days
429 days
1-Year Rolling Windows Positive
97.43%
99.71%
Median Rolling Year
15.67%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 11% · M 1% · S 72%
Number of Stocks
30
18
Portfolio P/E
29.90
52.74
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%