Portfolio Management Services (PMS)Compare Schemes
Purnartha Vision Strategy vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Purnartha Vision 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
5.60%
9.22%
6 Months
9.69%
9.86%
1 Year
14.36%
32.16%
3 Years
13.50%
19.13%
5 Years
8.53%
12.16%
Since Inception
11.34%
16.12%
Fund Age
5 yrs 5 mo
5 yrs 10 mo
AUM
₹190.75 Cr
₹170.31 Cr
Alpha – 1 Year
9.64%
27.44%
Alpha – 3 Years
1.41%
7.04%
Information Ratio – 3 Years
0.20
0.58
Volatility – 1 Year
24.59%
17.07%
Volatility – 3 Years
18.73%
17.73%
Beta – 1 Year
1.16
0.65
Beta – 3 Years
1.03
0.86
Sharpe Ratio – 1 Year
0.44
1.42
Sharpe Ratio – 3 Years
0.52
0.79
Worst Rolling Year
8.91%
0.71%
Value at Worst Rolling Year
₹1.09 Cr
₹1.01 Cr
Deepest Drawdown
−18.32%
−30.82%
Recovery Period
549 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
13.01%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 12% · S 39%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
25.84
52.74
Top 5 Holdings
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services 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%