Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
9.22%
6 Months
25.32%
9.86%
1 Year
18.21%
32.16%
3 Years
32.70%
19.13%
5 Years
23.63%
12.16%
Since Inception
28.38%
16.12%
Fund Age
7 yrs 10 mo
5 yrs 10 mo
AUM
₹8,686.39 Cr
₹170.31 Cr
Alpha – 1 Year
13.49%
27.44%
Alpha – 3 Years
20.61%
7.04%
Information Ratio – 3 Years
1.92
0.58
Volatility – 1 Year
22.97%
17.07%
Volatility – 3 Years
19.40%
17.73%
Beta – 1 Year
1.12
0.65
Beta – 3 Years
0.98
0.86
Sharpe Ratio – 1 Year
0.61
1.42
Sharpe Ratio – 3 Years
1.30
0.79
Worst Rolling Year
17.00%
0.71%
Value at Worst Rolling Year
₹1.17 Cr
₹1.01 Cr
Deepest Drawdown
−22.23%
−30.82%
Recovery Period
227 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
30.47%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 37% · M 30% · S 25%
L 11% · M 1% · S 72%
Number of Stocks
43
18
Portfolio P/E
62.25
52.74
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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)
2% / 0% / 0%
0% / 0% / 0%