Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
Turtle Wealth -Wealth 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%
4.93%
6 Months
5.09%
2.72%
1 Year
0.26%
22.88%
3 Years
9.53%
20.47%
5 Years
5.40%
15.12%
Since Inception
12.09%
17.02%
Fund Age
8 yrs 5 mo
6 yrs 11 mo
AUM
₹1,644.09 Cr
₹261.05 Cr
Alpha – 1 Year
0.61%
18.16%
Alpha – 3 Years
0.54%
8.38%
Information Ratio – 3 Years
0.06
0.98
Volatility – 1 Year
17.94%
17.62%
Volatility – 3 Years
17.25%
15.64%
Beta – 1 Year
1.03
0.83
Beta – 3 Years
1.11
0.87
Sharpe Ratio – 1 Year
-0.20
0.97
Sharpe Ratio – 3 Years
0.31
0.94
Worst Rolling Year
2.29%
7.22%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−21.60%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.16%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 28% · M 19% · S 43%
Number of Stocks
20
18
Portfolio P/E
34.38
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%