Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
9.22%
7.48%
6 Months
9.86%
9.42%
1 Year
32.16%
28.25%
3 Years
19.13%
18.47%
5 Years
12.16%
21.31%
Since Inception
16.12%
21.69%
Fund Age
5 yrs 10 mo
5 yrs
AUM
₹170.31 Cr
₹79.02 Cr
Alpha – 1 Year
27.44%
23.53%
Alpha – 3 Years
7.04%
6.38%
Information Ratio – 3 Years
0.58
0.27
Volatility – 1 Year
17.07%
18.12%
Volatility – 3 Years
17.73%
27.25%
Beta – 1 Year
0.65
0.87
Beta – 3 Years
0.86
0.86
Sharpe Ratio – 1 Year
1.42
1.18
Sharpe Ratio – 3 Years
0.79
0.56
Worst Rolling Year
0.71%
15.67%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−30.82%
−30.64%
Recovery Period
429 days
114 days
1-Year Rolling Windows Positive
99.71%
100.00%
Median Rolling Year
14.29%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 1% · S 72%
L 10% · M 9% · S 69%
Number of Stocks
18
34
Portfolio P/E
52.74
57.02
Top 5 Holdings
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%
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
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%