Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
9.22%
6 Months
18.21%
9.86%
1 Year
11.44%
32.16%
3 Years
9.27%
19.13%
5 Years
10.90%
12.16%
Since Inception
13.08%
16.12%
Fund Age
9 yrs
5 yrs 10 mo
AUM
₹29.3 Cr
₹170.31 Cr
Alpha – 1 Year
6.74%
27.44%
Alpha – 3 Years
−1.95%
7.04%
Information Ratio – 3 Years
-0.21
0.58
Volatility – 1 Year
23.26%
17.07%
Volatility – 3 Years
18.09%
17.73%
Beta – 1 Year
1.21
0.65
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
0.35
1.42
Sharpe Ratio – 3 Years
0.32
0.79
Worst Rolling Year
0.11%
0.71%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−21.53%
−30.82%
Recovery Period
436 days
429 days
1-Year Rolling Windows Positive
99.73%
99.71%
Median Rolling Year
15.41%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 11% · M 1% · S 72%
Number of Stocks
23
18
Portfolio P/E
49.89
52.74
Top 5 Holdings
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
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
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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)
0% / 0% / 0%
0% / 0% / 0%