Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.22%
4.79%
6 Months
9.86%
13.10%
1 Year
32.16%
18.11%
3 Years
19.13%
14.56%
5 Years
12.16%
8.71%
Since Inception
16.12%
13.67%
Fund Age
5 yrs 10 mo
11 yrs 2 mo
AUM
₹170.31 Cr
₹138.06 Cr
Alpha – 1 Year
27.44%
18.46%
Alpha – 3 Years
7.04%
5.57%
Information Ratio – 3 Years
0.58
0.62
Volatility – 1 Year
17.07%
22.83%
Volatility – 3 Years
17.73%
16.72%
Beta – 1 Year
0.65
1.29
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
1.42
0.61
Sharpe Ratio – 3 Years
0.79
0.55
Worst Rolling Year
0.71%
-8.44%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−30.82%
−17.10%
Recovery Period
429 days
115 days
1-Year Rolling Windows Positive
99.71%
92.53%
Median Rolling Year
14.29%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 1% · S 72%
L 38% · M 14% · S 45%
Number of Stocks
18
18
Portfolio P/E
52.74
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%