Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
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
5.49%
4.93%
6 Months
9.46%
2.72%
1 Year
17.52%
22.88%
3 Years
14.28%
20.47%
5 Years
9.02%
15.12%
Since Inception
12.49%
17.02%
Fund Age
5 yrs 11 mo
6 yrs 11 mo
AUM
₹1,633.45 Cr
₹261.05 Cr
Alpha – 1 Year
12.80%
18.16%
Alpha – 3 Years
2.19%
8.38%
Information Ratio – 3 Years
0.28
0.98
Volatility – 1 Year
23.87%
17.62%
Volatility – 3 Years
18.97%
15.64%
Beta – 1 Year
1.12
0.83
Beta – 3 Years
1.06
0.87
Sharpe Ratio – 1 Year
0.57
0.97
Sharpe Ratio – 3 Years
0.55
0.94
Worst Rolling Year
7.21%
7.22%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−20.29%
−19.96%
Recovery Period
549 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.49%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 11% · S 40%
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
24.05
63.91
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 · 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
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%