Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
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
8.45%
9.22%
6 Months
29.49%
9.86%
1 Year
37.09%
32.16%
3 Years
18.49%
19.13%
5 Years
12.39%
12.16%
Since Inception
18.64%
16.12%
Fund Age
10 yrs 3 mo
5 yrs 10 mo
AUM
₹1,760.35 Cr
₹170.31 Cr
Alpha – 1 Year
32.37%
27.44%
Alpha – 3 Years
6.40%
7.04%
Information Ratio – 3 Years
0.52
0.58
Volatility – 1 Year
25.02%
17.07%
Volatility – 3 Years
18.27%
17.73%
Beta – 1 Year
1.22
0.65
Beta – 3 Years
0.89
0.86
Sharpe Ratio – 1 Year
1.18
1.42
Sharpe Ratio – 3 Years
0.74
0.79
Worst Rolling Year
-0.28%
0.71%
Value at Worst Rolling Year
₹1.00 Cr
₹1.01 Cr
Deepest Drawdown
−13.15%
−30.82%
Recovery Period
44 days
429 days
1-Year Rolling Windows Positive
99.89%
99.71%
Median Rolling Year
16.20%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 11% · M 1% · S 72%
Number of Stocks
13
18
Portfolio P/E
41.36
52.74
Top 5 Holdings
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
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 · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%