Portfolio Management Services (PMS)Compare Schemes
Turtle Wealth -Growth Mantra vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Turtle Wealth -Growth Mantra
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
9.86%
1.92%
1 Year
32.16%
0.43%
3 Years
19.13%
—
5 Years
12.16%
—
Since Inception
16.12%
6.17%
Fund Age
5 yrs 10 mo
2 yrs 2 mo
AUM
₹170.31 Cr
₹22.98 Cr
Alpha – 1 Year
27.44%
−2.55%
Alpha – 3 Years
7.04%
—
Information Ratio – 3 Years
0.58
—
Volatility – 1 Year
17.07%
16.90%
Volatility – 3 Years
17.73%
—
Beta – 1 Year
0.65
0.96
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
1.42
-0.22
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
0.71%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−30.82%
−16.17%
Recovery Period
429 days
Not yet recovered
1-Year Rolling Windows Positive
99.71%
—
Median Rolling Year
14.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · M 1% · S 72%
L 61% · M 14% · S 21%
Number of Stocks
18
41
Portfolio P/E
52.74
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%