Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
8.45%
7.48%
6 Months
29.49%
9.42%
1 Year
37.09%
28.25%
3 Years
18.49%
18.47%
5 Years
12.39%
21.31%
Since Inception
18.64%
21.69%
Fund Age
10 yrs 3 mo
5 yrs
AUM
₹1,760.35 Cr
₹79.02 Cr
Alpha – 1 Year
32.37%
23.53%
Alpha – 3 Years
6.40%
6.38%
Information Ratio – 3 Years
0.52
0.27
Volatility – 1 Year
25.02%
18.12%
Volatility – 3 Years
18.27%
27.25%
Beta – 1 Year
1.22
0.87
Beta – 3 Years
0.89
0.86
Sharpe Ratio – 1 Year
1.18
1.18
Sharpe Ratio – 3 Years
0.74
0.56
Worst Rolling Year
-0.28%
15.67%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−13.15%
−30.64%
Recovery Period
44 days
114 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · S 71%
L 10% · M 9% · S 69%
Number of Stocks
13
34
Portfolio P/E
41.36
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%