Portfolio Management Services (PMS)Compare Schemes
TRADESWIFT BROKING-MULTI ASSET vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
TRADESWIFT BROKING-MULTI ASSET
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.77%
4.93%
6 Months
11.30%
2.72%
1 Year
5.88%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
10.85%
17.02%
Fund Age
2 yrs 5 mo
6 yrs 11 mo
AUM
₹45.96 Cr
₹261.05 Cr
Alpha – 1 Year
−0.98%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
21.88%
17.62%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
2.00
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.12
0.97
Sharpe Ratio – 3 Years
—
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−19.87%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 12% · M 4% · S 66%
L 28% · M 19% · S 43%
Number of Stocks
39
18
Portfolio P/E
23.43
63.91
Top 5 Holdings
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 1%
0% / 0% / 0%