Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
7.48%
6 Months
21.04%
9.42%
1 Year
21.34%
28.25%
3 Years
19.08%
18.47%
5 Years
23.67%
21.31%
Since Inception
—
21.69%
Fund Age
6 yrs 4 mo
5 yrs
AUM
₹364.08 Cr
₹79.02 Cr
Alpha – 1 Year
21.69%
23.53%
Alpha – 3 Years
10.08%
6.38%
Information Ratio – 3 Years
0.52
0.27
Volatility – 1 Year
32.28%
18.12%
Volatility – 3 Years
28.08%
27.25%
Beta – 1 Year
1.47
0.87
Beta – 3 Years
1.60
0.86
Sharpe Ratio – 1 Year
0.58
1.18
Sharpe Ratio – 3 Years
0.57
0.56
Worst Rolling Year
15.61%
15.67%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−31.98%
−30.64%
Recovery Period
457 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%