Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
White Oak India Select Equity 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%
4.84%
6 Months
9.86%
7.61%
1 Year
32.16%
−0.76%
3 Years
19.13%
11.28%
5 Years
12.16%
9.58%
Since Inception
16.12%
11.67%
Fund Age
5 yrs 10 mo
7 yrs 11 mo
AUM
₹170.31 Cr
₹12.5 Cr
Alpha – 1 Year
27.44%
−3.74%
Alpha – 3 Years
7.04%
−0.61%
Information Ratio – 3 Years
0.58
-0.06
Volatility – 1 Year
17.07%
20.02%
Volatility – 3 Years
17.73%
16.21%
Beta – 1 Year
0.65
1.05
Beta – 3 Years
0.86
0.91
Sharpe Ratio – 1 Year
1.42
-0.22
Sharpe Ratio – 3 Years
0.79
0.41
Worst Rolling Year
0.71%
8.66%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−30.82%
−24.66%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
99.71%
100.00%
Median Rolling Year
14.29%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 11% · M 1% · S 72%
L 36% · M 30% · S 35%
Number of Stocks
18
15
Portfolio P/E
52.74
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%