Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
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
5.49%
9.22%
6 Months
9.46%
9.86%
1 Year
17.52%
32.16%
3 Years
14.28%
19.13%
5 Years
9.02%
12.16%
Since Inception
12.49%
16.12%
Fund Age
5 yrs 11 mo
5 yrs 10 mo
AUM
₹1,633.45 Cr
₹170.31 Cr
Alpha – 1 Year
12.80%
27.44%
Alpha – 3 Years
2.19%
7.04%
Information Ratio – 3 Years
0.28
0.58
Volatility – 1 Year
23.87%
17.07%
Volatility – 3 Years
18.97%
17.73%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
1.06
0.86
Sharpe Ratio – 1 Year
0.57
1.42
Sharpe Ratio – 3 Years
0.55
0.79
Worst Rolling Year
7.21%
0.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−20.29%
−30.82%
Recovery Period
549 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
13.49%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
24.05
52.74
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%