Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.80%
4.93%
6 Months
7.35%
2.72%
1 Year
9.59%
22.88%
3 Years
7.90%
20.47%
5 Years
12.07%
15.12%
Since Inception
14.25%
17.02%
Fund Age
13 yrs 1 mo
6 yrs 11 mo
AUM
₹106.28 Cr
₹261.05 Cr
Alpha – 1 Year
9.94%
18.16%
Alpha – 3 Years
−1.10%
8.38%
Information Ratio – 3 Years
-0.12
0.98
Volatility – 1 Year
15.58%
17.62%
Volatility – 3 Years
14.39%
15.64%
Beta – 1 Year
0.83
0.83
Beta – 3 Years
0.84
0.87
Sharpe Ratio – 1 Year
0.33
0.97
Sharpe Ratio – 3 Years
0.24
0.94
Worst Rolling Year
-8.02%
7.22%
Value at Worst Rolling Year
₹0.92 Cr
₹1.07 Cr
Deepest Drawdown
−19.54%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
93.28%
100.00%
Median Rolling Year
11.54%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 40% · S 18%
L 28% · M 19% · S 43%
Number of Stocks
25
18
Portfolio P/E
34.00
63.91
Top 5 Holdings
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
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 · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
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)
3% / 2% / 1%
0% / 0% / 0%