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Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Turtle Wealth -Wealth Mantra
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Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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
0.95%
4.93%
6 Months
11.98%
2.72%
1 Year
18.12%
22.88%
3 Years
18.24%
20.47%
5 Years
—
15.12%
Since Inception
20.21%
17.02%
Fund Age
4 yrs 8 mo
6 yrs 11 mo
AUM
₹424.87 Cr
₹261.05 Cr
Alpha – 1 Year
13.40%
18.16%
Alpha – 3 Years
6.15%
8.38%
Information Ratio – 3 Years
0.85
0.98
Volatility – 1 Year
22.44%
17.62%
Volatility – 3 Years
19.69%
15.64%
Beta – 1 Year
1.22
0.83
Beta – 3 Years
1.10
0.87
Sharpe Ratio – 1 Year
0.61
0.97
Sharpe Ratio – 3 Years
0.80
0.94
Worst Rolling Year
18.24%
7.22%
Value at Worst Rolling Year
₹1.18 Cr
₹1.07 Cr
Deepest Drawdown
−25.57%
−19.96%
Recovery Period
337 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.33%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
L 28% · M 19% · S 43%
Number of Stocks
30
18
Portfolio P/E
23.45
63.91
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 · 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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%