Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Turtle Wealth -Wealth Mantra
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Nuvama Equities eXpansion Target
Turtle Wealth -Wealth 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
2.94%
4.93%
6 Months
19.15%
2.72%
1 Year
14.85%
22.88%
3 Years
14.64%
20.47%
5 Years
—
15.12%
Since Inception
15.52%
17.02%
Fund Age
3 yrs 3 mo
6 yrs 11 mo
AUM
₹213.16 Cr
₹261.05 Cr
Alpha – 1 Year
10.13%
18.16%
Alpha – 3 Years
2.55%
8.38%
Information Ratio – 3 Years
0.17
0.98
Volatility – 1 Year
28.62%
17.62%
Volatility – 3 Years
24.62%
15.64%
Beta – 1 Year
1.48
0.83
Beta – 3 Years
1.33
0.87
Sharpe Ratio – 1 Year
0.43
0.97
Sharpe Ratio – 3 Years
0.46
0.94
Worst Rolling Year
12.87%
7.22%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−26.40%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
33
18
Portfolio P/E
—
63.91
Top 5 Holdings
—
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
—
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)
2% / 1% / 0%
0% / 0% / 0%