Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
9.22%
3.26%
6 Months
9.86%
4.03%
1 Year
32.16%
0.70%
3 Years
19.13%
10.01%
5 Years
12.16%
8.40%
Since Inception
16.12%
14.84%
Fund Age
5 yrs 10 mo
7 yrs 10 mo
AUM
₹170.31 Cr
₹2,937.84 Cr
Alpha – 1 Year
27.44%
−2.28%
Alpha – 3 Years
7.04%
−1.88%
Information Ratio – 3 Years
0.58
-0.37
Volatility – 1 Year
17.07%
17.90%
Volatility – 3 Years
17.73%
14.65%
Beta – 1 Year
0.65
1.00
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
1.42
-0.18
Sharpe Ratio – 3 Years
0.79
0.35
Worst Rolling Year
0.71%
7.25%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−30.82%
−18.24%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
99.71%
100.00%
Median Rolling Year
14.29%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 1% · S 72%
L 58% · M 15% · S 26%
Number of Stocks
18
71
Portfolio P/E
52.74
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%