Portfolio Management Services (PMS)Compare Schemes
Tamohara - TIOS vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Tamohara - TIOS
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.29%
9.22%
6 Months
14.68%
9.86%
1 Year
11.65%
32.16%
3 Years
7.09%
19.13%
5 Years
8.41%
12.16%
Since Inception
10.45%
16.12%
Fund Age
10 yrs 5 mo
5 yrs 10 mo
AUM
₹24.48 Cr
₹170.31 Cr
Alpha – 1 Year
12.00%
27.44%
Alpha – 3 Years
−1.90%
7.04%
Information Ratio – 3 Years
-0.12
0.58
Volatility – 1 Year
20.48%
17.07%
Volatility – 3 Years
16.32%
17.73%
Beta – 1 Year
1.11
0.65
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
0.36
1.42
Sharpe Ratio – 3 Years
0.15
0.79
Worst Rolling Year
-5.06%
0.71%
Value at Worst Rolling Year
₹0.95 Cr
₹1.01 Cr
Deepest Drawdown
−24.00%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
92.00%
99.71%
Median Rolling Year
9.94%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 5% · S 35%
L 11% · M 1% · S 72%
Number of Stocks
31
18
Portfolio P/E
28.34
52.74
Top 5 Holdings
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
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
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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)
1% / – / –
0% / 0% / 0%