Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.64%
9.22%
6 Months
20.32%
9.86%
1 Year
29.93%
32.16%
3 Years
—
19.13%
5 Years
—
12.16%
Since Inception
15.24%
16.12%
Fund Age
1 yr 9 mo
5 yrs 10 mo
AUM
₹3.17 Cr
₹170.31 Cr
Alpha – 1 Year
25.21%
27.44%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
24.54%
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
1.19
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.97
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−12.48%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 19% · S 50%
L 11% · M 1% · S 72%
Number of Stocks
36
18
Portfolio P/E
71.00
52.74
Top 5 Holdings
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
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 · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
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)
1% / – / –
0% / 0% / 0%