Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
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
−0.54%
9.22%
6 Months
12.07%
9.86%
1 Year
11.66%
32.16%
3 Years
13.52%
19.13%
5 Years
—
12.16%
Since Inception
14.98%
16.12%
Fund Age
3 yrs 6 mo
5 yrs 10 mo
AUM
₹447.27 Cr
₹170.31 Cr
Alpha – 1 Year
6.94%
27.44%
Alpha – 3 Years
1.43%
7.04%
Information Ratio – 3 Years
0.13
0.58
Volatility – 1 Year
21.15%
17.07%
Volatility – 3 Years
18.85%
17.73%
Beta – 1 Year
1.14
0.65
Beta – 3 Years
1.10
0.86
Sharpe Ratio – 1 Year
0.37
1.42
Sharpe Ratio – 3 Years
0.48
0.79
Worst Rolling Year
10.55%
0.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−17.40%
−30.82%
Recovery Period
122 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
14.34%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 19% · S 29%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
33.83
52.74
Top 5 Holdings
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
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
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%