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Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Turtle Wealth -Growth Mantra
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Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Turtle Wealth -Growth 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
0.95%
9.22%
6 Months
11.98%
9.86%
1 Year
18.12%
32.16%
3 Years
18.24%
19.13%
5 Years
—
12.16%
Since Inception
20.21%
16.12%
Fund Age
4 yrs 8 mo
5 yrs 10 mo
AUM
₹424.87 Cr
₹170.31 Cr
Alpha – 1 Year
13.40%
27.44%
Alpha – 3 Years
6.15%
7.04%
Information Ratio – 3 Years
0.85
0.58
Volatility – 1 Year
22.44%
17.07%
Volatility – 3 Years
19.69%
17.73%
Beta – 1 Year
1.22
0.65
Beta – 3 Years
1.10
0.86
Sharpe Ratio – 1 Year
0.61
1.42
Sharpe Ratio – 3 Years
0.80
0.79
Worst Rolling Year
18.24%
0.71%
Value at Worst Rolling Year
₹1.18 Cr
₹1.01 Cr
Deepest Drawdown
−25.57%
−30.82%
Recovery Period
337 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
24.33%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
L 11% · M 1% · S 72%
Number of Stocks
30
18
Portfolio P/E
23.45
52.74
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%