Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
9.22%
0.30%
6 Months
9.86%
26.99%
1 Year
32.16%
26.29%
3 Years
19.13%
27.01%
5 Years
12.16%
—
Since Inception
16.12%
35.84%
Fund Age
5 yrs 10 mo
4 yrs 3 mo
AUM
₹170.31 Cr
₹521.91 Cr
Alpha – 1 Year
27.44%
28.33%
Alpha – 3 Years
7.04%
20.36%
Information Ratio – 3 Years
0.58
—
Volatility – 1 Year
17.07%
31.27%
Volatility – 3 Years
17.73%
25.96%
Beta – 1 Year
0.65
—
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
1.42
0.72
Sharpe Ratio – 3 Years
0.79
0.85
Worst Rolling Year
0.71%
27.02%
Value at Worst Rolling Year
₹1.01 Cr
₹1.27 Cr
Deepest Drawdown
−30.82%
−26.38%
Recovery Period
429 days
93 days
1-Year Rolling Windows Positive
99.71%
100.00%
Median Rolling Year
14.29%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 1% · S 72%
—
Number of Stocks
18
49
Portfolio P/E
52.74
21.17
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%
—
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—