Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
9.22%
6 Months
21.04%
9.86%
1 Year
21.34%
32.16%
3 Years
19.08%
19.13%
5 Years
23.67%
12.16%
Since Inception
—
16.12%
Fund Age
6 yrs 4 mo
5 yrs 10 mo
AUM
₹364.08 Cr
₹170.31 Cr
Alpha – 1 Year
21.69%
27.44%
Alpha – 3 Years
10.08%
7.04%
Information Ratio – 3 Years
0.52
0.58
Volatility – 1 Year
32.28%
17.07%
Volatility – 3 Years
28.08%
17.73%
Beta – 1 Year
1.47
0.65
Beta – 3 Years
1.60
0.86
Sharpe Ratio – 1 Year
0.58
1.42
Sharpe Ratio – 3 Years
0.57
0.79
Worst Rolling Year
15.61%
0.71%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−31.98%
−30.82%
Recovery Period
457 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
28.21%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 11% · M 1% · S 72%
Number of Stocks
—
18
Portfolio P/E
—
52.74
Top 5 Holdings
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
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
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%