Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.88%
7.48%
6 Months
18.21%
9.42%
1 Year
11.44%
28.25%
3 Years
9.27%
18.47%
5 Years
10.90%
21.31%
Since Inception
13.08%
21.69%
Fund Age
9 yrs
5 yrs
AUM
₹29.3 Cr
₹79.02 Cr
Alpha – 1 Year
6.74%
23.53%
Alpha – 3 Years
−1.95%
6.38%
Information Ratio – 3 Years
-0.21
0.27
Volatility – 1 Year
23.26%
18.12%
Volatility – 3 Years
18.09%
27.25%
Beta – 1 Year
1.21
0.87
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
0.35
1.18
Sharpe Ratio – 3 Years
0.32
0.56
Worst Rolling Year
0.11%
15.67%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−21.53%
−30.64%
Recovery Period
436 days
114 days
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 10% · M 9% · S 69%
Number of Stocks
23
34
Portfolio P/E
49.89
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%