Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.21%
9.22%
6 Months
5.09%
9.86%
1 Year
0.26%
32.16%
3 Years
9.53%
19.13%
5 Years
5.40%
12.16%
Since Inception
12.09%
16.12%
Fund Age
8 yrs 5 mo
5 yrs 10 mo
AUM
₹1,644.09 Cr
₹170.31 Cr
Alpha – 1 Year
0.61%
27.44%
Alpha – 3 Years
0.54%
7.04%
Information Ratio – 3 Years
0.06
0.58
Volatility – 1 Year
17.94%
17.07%
Volatility – 3 Years
17.25%
17.73%
Beta – 1 Year
1.03
0.65
Beta – 3 Years
1.11
0.86
Sharpe Ratio – 1 Year
-0.20
1.42
Sharpe Ratio – 3 Years
0.31
0.79
Worst Rolling Year
2.29%
0.71%
Value at Worst Rolling Year
₹1.02 Cr
₹1.01 Cr
Deepest Drawdown
−21.60%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
16.16%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 11% · M 1% · S 72%
Number of Stocks
20
18
Portfolio P/E
34.38
52.74
Top 5 Holdings
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
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 · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%