Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
9.86%
6.39%
1 Year
32.16%
0.37%
3 Years
19.13%
11.18%
5 Years
12.16%
—
Since Inception
16.12%
4.21%
Fund Age
5 yrs 10 mo
4 yrs 6 mo
AUM
₹170.31 Cr
₹59.82 Cr
Alpha – 1 Year
27.44%
−2.61%
Alpha – 3 Years
7.04%
−0.71%
Information Ratio – 3 Years
0.58
0.13
Volatility – 1 Year
17.07%
22.91%
Volatility – 3 Years
17.73%
17.96%
Beta – 1 Year
0.65
1.09
Beta – 3 Years
0.86
1.01
Sharpe Ratio – 1 Year
1.42
-0.11
Sharpe Ratio – 3 Years
0.79
0.38
Worst Rolling Year
0.71%
3.87%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−30.82%
−25.26%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
99.71%
100.00%
Median Rolling Year
14.29%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 1% · S 72%
L 40% · M 26% · S 33%
Number of Stocks
18
35
Portfolio P/E
52.74
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%