Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
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
10.24%
9.22%
6 Months
31.65%
9.86%
1 Year
26.47%
32.16%
3 Years
18.72%
19.13%
5 Years
16.28%
12.16%
Since Inception
14.51%
16.12%
Fund Age
10 yrs 10 mo
5 yrs 10 mo
AUM
₹423.36 Cr
₹170.31 Cr
Alpha – 1 Year
21.75%
27.44%
Alpha – 3 Years
6.63%
7.04%
Information Ratio – 3 Years
0.36
0.58
Volatility – 1 Year
28.25%
17.07%
Volatility – 3 Years
24.90%
17.73%
Beta – 1 Year
1.32
0.65
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.78
1.42
Sharpe Ratio – 3 Years
0.60
0.79
Worst Rolling Year
-5.98%
0.71%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−31.67%
−30.82%
Recovery Period
492 days
429 days
1-Year Rolling Windows Positive
86.69%
99.71%
Median Rolling Year
14.66%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
L 11% · M 1% · S 72%
Number of Stocks
62
18
Portfolio P/E
61.63
52.74
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%